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-DEALER5+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $29,377 |
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $17,145 |
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 | $117,728 | $72,492+62.4% | $87,100+35.2% | $72,985+61.3% |
| Participation rate | 95.3% | 72.8%+22.5pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 16.28% | 24.46%-8.2pp | 28.19%-11.9pp | 81.00%-64.7pp |
| Employer contribution / active EE | $2,077 | $1,894+9.6% | $2,521-17.6% | $2,440-14.9% |
| Participant deferral / active EE | $4,271 | $3,270+30.6% | $4,049+5.5% | $3,607+18.4% |
| Admin fee / account holder | $412 | $5,055-91.9% | $7,497-94.5% | $5,124-92.0% |