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 Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $41,437 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,659 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $62 |
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 | $208,952 | $65,395+219.5% | $182,532+14.5% | $72,985+186.3% |
| Participation rate | 83.1% | 65.4%+17.7pp | 78.0%+5.2pp | 69.5%+13.7pp |
| Annual return | 21.97% | 27.68%-5.7pp | 148.54%-126.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,294 | $1,911+20.0% | $4,076-43.7% | $2,440-6.0% |
| Participant deferral / active EE | $9,230 | $3,563+159.1% | $5,524+67.1% | $3,607+155.9% |
| Admin fee / account holder | $580 | $4,245-86.3% | $8,592-93.2% | $5,124-88.7% |