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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $59,767 |
WITHUMSMITH+BROWN, PC1 year Filed as: PATTILLO, BROWN, & HILL LLP Service code 10 · EIN 74-2751720 | Accounting | $9,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,219 | $64,909-8.8% | $82,313-28.1% | $62,292-4.9% |
| Participation rate | 87.2% | 74.9%+12.4pp | 76.9%+10.3pp | 69.5%+17.7pp |
| Annual return | 12.97% | 21.18%-8.2pp | 25.88%-12.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,926 | $1,676+14.9% | $2,428-20.7% | $2,042-5.7% |
| Participant deferral / active EE | $805 | $3,103-74.1% | $3,706-78.3% | $3,169-74.6% |
| Admin fee / account holder | $323 | $440-26.6% | $5,608-94.2% | $479-32.7% |