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 |
|---|---|---|
Filed as: EXCENCIAL WEALTH ADVISORS Service code 16 · EIN 47-3558396 | Consulting | $30,602 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,793 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $184,777 | $61,616+199.9% | $105,722+74.8% | $55,167+234.9% |
| Participation rate | 96.2% | 72.9%+23.3pp | 78.9%+17.3pp | 69.0%+27.2pp |
| Annual return | 6.06% | 11.15%-5.1pp | 12.25%-6.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $7,784 | $3,043+155.8% | $4,079+90.8% | $1,963+296.6% |
| Participant deferral / active EE | $6,267 | $4,213+48.7% | $5,326+17.7% | $3,054+105.2% |
| Admin fee / account holder | $419 | $379+10.6% | $8,308-95.0% | $504-16.9% |