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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,888 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING, INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $29,240 |
TEAGUE MARQUESS & ASSOCIATES4+ years Service code 10 · EIN 45-4083690 | Accounting | $27,974 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,747 | $73,102+2.2% | $123,544-39.5% | $56,287+32.8% |
| Participation rate | 77.0% | 74.3%+2.7pp | 82.3%-5.3pp | 69.9%+7.2pp |
| Annual return | -7.46% | 3.01%-10.5pp | 119.20%-126.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,996 | $2,977+0.6% | $4,628-35.3% | $2,111+41.9% |
| Participant deferral / active EE | $11,358 | $5,423+109.5% | $6,426+76.8% | $3,350+239.1% |
| Admin fee / account holder | $309 | $554-44.1% | $9,284-96.7% | $521-40.6% |