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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $58,154 |
NFP RETIREMENT INC1 year Filed as: NFP CORPORATE SERVICES (MN), INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,864 |
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 | $143,927 | $80,753+78.2% | $136,294+5.6% | $62,292+131.1% |
| Participation rate | 87.5% | 73.5%+14.0pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 20.72% | 35.83%-15.1pp | 5155.94%-5135.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $5,719 | $2,884+98.3% | $4,695+21.8% | $2,042+180.0% |
| Participant deferral / active EE | $7,483 | $5,164+44.9% | $6,247+19.8% | $3,169+136.1% |
| Admin fee / account holder | $819 | $525+55.8% | $9,243-91.1% | $479+70.8% |