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.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $47,495 |
Filed as: ANASTASI MOORE & MARTIN PLLC Service code 10 9 WASHINGTON ST, STE 600 · SPOKANE, WA 99201 | Accounting | $21,500 |
RANDALL & HURLEY, INC.9 years Filed as: RANDALL & HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $18,707 |
AMERICAN FUNDS8 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $900 |
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 | $127,151 | $58,923+115.8% | $97,167+30.9% | $74,546+70.6% |
| Participation rate | 77.2% | 63.6%+13.6pp | 72.7%+4.5pp | 67.2%+10.0pp |
| Annual return | 14.05% | 16.04%-2.0pp | 75.27%-61.2pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $3,027 | $1,894+59.8% | $2,729+10.9% | $2,624+15.3% |
| Participant deferral / active EE | $6,970 | $3,664+90.2% | $4,264+63.5% | $4,347+60.3% |
| Admin fee / account holder | $532 | $1,974-73.1% | $5,650-90.6% | $1,944-72.7% |