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 Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $14,980 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,563 |
Filed as: MANSPERGER PATTERSON & MCMULLIN, PL Service code 15 · EIN 86-0751928 | Recordkeeping | $5,640 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,798 | $83,902-29.9% | $167,512-64.9% | $84,808-30.7% |
| Participation rate | 93.3% | 66.5%+26.8pp | 77.1%+16.2pp | 68.3%+24.9pp |
| Annual return | 14.43% | 91.55%-77.1pp | 1615.79%-1601.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $817 | $2,264-63.9% | $3,882-79.0% | $2,631-69.0% |
| Participant deferral / active EE | $5,638 | $4,442+26.9% | $6,405-12.0% | $4,212+33.9% |
| Admin fee / account holder | $316 | $7,915-96.0% | $9,769-96.8% | $7,344-95.7% |