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+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 299 SOUTH MAIN, 5TH FLOOR · SALT LAKE CITY, UT 84111 | Recordkeeping | $93,268 |
GASBER FINANCIAL ADVISORS1+ years Filed as: GASBER FINANCIAL ADVISORS, INC Service code 26 81 BLUE RAVINE ROAD · FOLSOM, CA 95630 | Advisory (Participants) | $13,700 |
THE KARRAS COMPANY1+ years Service code 26 4695 SOUTH 1900 WEST · ROY, UT 84067 | Advisory (Participants) | $13,369 |
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 | $155,143 | $37,117+318.0% | $147,614+5.1% | $55,191+181.1% |
| Participation rate | 99.2% | 63.6%+35.6pp | 84.6%+14.6pp | 69.2%+30.1pp |
| Annual return | -1.50% | 3.44%-4.9pp | 61.98%-63.5pp | 10.78%-12.3pp |
| Employer contribution / active EE | $15,960 | $1,620+884.9% | $5,564+186.8% | $1,899+740.5% |
| Participant deferral / active EE | $2,684 | $1,985+35.2% | $4,895-45.2% | $3,046-11.9% |
| Admin fee / account holder | $375 | $86+338.0% | $11,611-96.8% | $91+312.8% |