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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $37,679 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $31,759 |
WHITLEY PENN LLP2 years Filed as: WHITLEY PENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $15,600 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,001 | $99,957+9.0% | $149,696-27.2% | $73,488+48.3% |
| Participation rate | 95.1% | 75.7%+19.4pp | 82.5%+12.6pp | 70.7%+24.4pp |
| Annual return | 11.75% | 53.87%-42.1pp | 276.60%-264.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $3,925 | $3,191+23.0% | $4,644-15.5% | $2,270+72.9% |
| Participant deferral / active EE | $15,055 | $6,073+147.9% | $6,842+120.0% | $3,740+302.6% |
| Admin fee / account holder | $308 | $551-44.1% | $9,309-96.7% | $513-40.0% |