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 |
|---|---|---|
CARLSON QUINN3 years Filed as: CARLSON QUINN & ASSOCIATES, INC. Service code 13 · EIN 94-3210526 | Contract Administrator | $101,353 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB Service code 26 LAUREL WEALTH ADVISORS, INC. · FRESNO, CA 93720 | Advisory (Participants) | $100,508 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO Service code 26 BRANDON SCHWARTZ · FRESNO, CA 93720 | Advisory (Participants) | $68,206 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,539 | $91,407+283.5% | $135,903+157.9% | $71,457+390.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.50% | 29.90%-12.4pp | 68.23%-50.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $15,927 | $3,703+330.0% | $4,856+228.0% | $2,588+515.5% |
| Participant deferral / active EE | $8,460 | $7,092+19.3% | $7,758+9.1% | $4,289+97.3% |
| Admin fee / account holder | $916 | $1,266-27.7% | $10,762-91.5% | $1,587-42.3% |