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.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $57,695 |
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $25,089 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $46 |
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 | $123,234 | $40,479+204.4% | $78,210+57.6% | $62,292+97.8% |
| Participation rate | 97.7% | 54.6%+43.1pp | 68.7%+28.9pp | 69.5%+28.2pp |
| Annual return | 14.73% | 66.31%-51.6pp | 40.90%-26.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $8,027 | $1,024+683.9% | $2,034+294.7% | $2,042+293.1% |
| Participant deferral / active EE | $6,928 | $1,718+303.3% | $2,823+145.4% | $3,169+118.6% |
| Admin fee / account holder | $329 | $376-12.7% | $3,758-91.3% | $479-31.5% |