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-DEALER4+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $29,870 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,527 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,528 | $62,586+75.0% | $76,768+42.7% | $64,186+70.6% |
| Participation rate | 95.8% | 72.8%+23.0pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | -3.05% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $4,456 | $1,832+143.2% | $2,485+79.3% | $2,381+87.2% |
| Participant deferral / active EE | $3,491 | $3,145+11.0% | $3,852-9.4% | $3,470+0.6% |
| Admin fee / account holder | $445 | $4,667-90.5% | $6,675-93.3% | $4,888-90.9% |