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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB Service code 26 LAUREL WEALTH ADVISORS, INC. · FRESNO, CA 93720 | Advisory (Participants) | $124,749 |
CARLSON QUINN4 years Filed as: CARLSON QUINN & ASSOCIATES, INC. Service code 13 · EIN 94-3210526 | Contract Administrator | $114,397 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO Service code 26 DESTINATION WEALTH MANAGEMENT · WALNUT CREEK, CA 94597 | Advisory (Participants) | $74,087 |
Filed as: AMERIPRISE FINANCIAL Service code 26 108 W CENTER AVENUE · VISALAIA, CA 93291 | Advisory (Participants) | $28,431 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 26 5250 N. PALM PLACE, SUITE 321 · FRESNO, CA 93704 | Advisory (Participants) | $5,417 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $404,393 | $101,317+299.1% | $146,958+175.2% | $74,495+442.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.17% | 8730.91%-8715.7pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $18,166 | $3,810+376.8% | $4,933+268.3% | $2,623+592.6% |
| Participant deferral / active EE | $9,177 | $7,303+25.7% | $8,070+13.7% | $4,346+111.2% |
| Admin fee / account holder | $1,252 | $1,739-28.0% | $12,998-90.4% | $1,942-35.5% |