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 |
|---|---|---|
Filed as: CHRISTENSEN, FULTON & FILZ Service code 10 · EIN 43-1991556 | Accounting | $33,857 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,013 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 | Advisory (Plan) | $9,647 |
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.
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 | $41,963 | $47,922-12.4% | $75,886-44.7% | $65,185-35.6% |
| Participation rate | 80.4% | 63.0%+17.4pp | 69.3%+11.1pp | 70.2%+10.2pp |
| Annual return | 17.23% | 24.12%-6.9pp | 30.76%-13.5pp | 29.38%-12.2pp |
| Employer contribution / active EE | $2,050 | $1,557+31.7% | $2,500-18.0% | $2,177-5.8% |
| Participant deferral / active EE | $3,959 | $2,550+55.2% | $3,603+9.9% | $3,514+12.7% |
| Admin fee / account holder | $344 | $532-35.3% | $5,418-93.7% | $847-59.4% |