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: FIDUCIARY OUTSOURCING LLC Service code 13 | Contract Administrator | $69,156 |
ADP BROKER-DEALER2 years Filed as: ADP RELIANCE TRUST COMPANY Service code 28 · EIN 13-3036745 | Investment Management | $44,773 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 86-0253158 | Recordkeeping Fees | $14,443 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 | Advisory (Plan) | $8,575 |
Filed as: MANSPERGER PATTERSON & MCMULLIN, PL Service code 10 | Accounting | $6,075 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 | Investment Management | $231 |
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 | $31,264 | $50,982-38.7% | $154,803-79.8% | $85,563-63.5% |
| Participation rate | 93.6% | 59.8%+33.9pp | 78.1%+15.6pp | 66.0%+27.7pp |
| Annual return | 15.58% | 30.35%-14.8pp | 58.88%-43.3pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,234 | $1,708-27.7% | $4,305-71.3% | $2,654-53.5% |
| Participant deferral / active EE | $2,098 | $2,474-15.2% | $5,540-62.1% | $4,375-52.1% |
| Admin fee / account holder | $304 | $846-64.1% | $14,329-97.9% | $834-63.6% |