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 Service code 15 · EIN 94-1347393 | Recordkeeping | $59,536 |
MILLER KAPLAN ARASE LLP4+ years Filed as: MILLER,KAPLAN ARASE LLP Service code 10 · EIN 95-2036255 | Accounting | $9,700 |
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 | $137,918 | $59,186+133.0% | $76,768+79.7% | $56,287+145.0% |
| Participation rate | 75.1% | 75.2%-0.1pp | 77.0%-1.8pp | 69.9%+5.3pp |
| Annual return | -5.65% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,936 | $1,759+10.1% | $2,485-22.1% | $2,111-8.3% |
| Participant deferral / active EE | $5,183 | $3,255+59.2% | $3,852+34.6% | $3,350+54.7% |
| Admin fee / account holder | $311 | $489-36.4% | $6,675-95.3% | $521-40.3% |