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 |
|---|---|---|
WEDBUSH SECURITIES INC.2 years Filed as: WEDBUSH SECURITIES Service code 19 5949 SHERRY LANE · DALLAS, TX 75225 | Securities Custodian | $54,687 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,270 | $81,446-40.7% | $103,374-53.3% | $80,874-40.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.68% | 25.57%-13.9pp | 24.89%-13.2pp | 35.62%-23.9pp |
| Employer contribution / active EE | $2,257 | $3,107-27.4% | $3,869-41.7% | $2,756-18.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $692 | $6,715-89.7% | $8,394-91.8% | $6,935-90.0% |