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.5+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $45,827 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,580 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $56 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $223,499 | $72,012+210.4% | $185,823+20.3% | $79,858+179.9% |
| Participation rate | 85.0% | 65.8%+19.2pp | 78.0%+7.0pp | 69.6%+15.4pp |
| Annual return | 12.81% | 23.12%-10.3pp | 35.95%-23.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $761 | $1,965-61.3% | $4,087-81.4% | $2,471-69.2% |
| Participant deferral / active EE | $8,586 | $3,779+127.2% | $5,632+52.4% | $3,740+129.6% |
| Admin fee / account holder | $594 | $4,513-86.8% | $9,500-93.7% | $5,306-88.8% |