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-DEALER6+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $29,078 |
WELLS FARGO BANK, N.A.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,394 |
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 | $115,591 | $78,422+47.4% | $95,952+20.5% | $79,858+44.7% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.2pp | 69.6%+23.6pp |
| Annual return | 7.11% | 19.37%-12.3pp | 91.61%-84.5pp | 31.71%-24.6pp |
| Employer contribution / active EE | $5,833 | $1,945+199.9% | $2,541+129.5% | $2,471+136.1% |
| Participant deferral / active EE | $3,975 | $3,440+15.6% | $4,167-4.6% | $3,740+6.3% |
| Admin fee / account holder | $465 | $5,622-91.7% | $6,795-93.2% | $5,306-91.2% |