See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS Service code 27 300 S CAMPBELL · SPRINGFIELD, MO 65806 | Advisory (Plan) | $37,215 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,131 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $1,212 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $80 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,744 | $64,909+58.3% | $82,313+24.8% | $62,292+64.9% |
| Participation rate | 96.2% | 74.9%+21.3pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 11.50% | 21.18%-9.7pp | 25.88%-14.4pp | 28.90%-17.4pp |
| Employer contribution / active EE | $4,108 | $1,676+145.1% | $2,428+69.2% | $2,042+101.2% |
| Participant deferral / active EE | $2,973 | $3,103-4.2% | $3,706-19.8% | $3,169-6.2% |
| Admin fee / account holder | $532 | $440+21.0% | $5,608-90.5% | $479+11.0% |