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 9-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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $175,568 |
COMMONWEALTH FINANCIAL NETWORK4+ years Filed as: COMMONWEALTH FINANCIAL NETWORK, INC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $66,847 |
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 | $80,123 | $88,122-9.1% | $141,162-43.2% | $67,579+18.6% |
| Participation rate | 92.3% | 76.5%+15.8pp | 82.5%+9.8pp | 71.3%+21.0pp |
| Annual return | 7.47% | 75.40%-67.9pp | 71.39%-63.9pp | 378.56%-371.1pp |
| Employer contribution / active EE | $2,032 | $3,224-37.0% | $4,735-57.1% | $2,148-5.4% |
| Participant deferral / active EE | $5,082 | $5,958-14.7% | $6,709-24.3% | $3,539+43.6% |
| Admin fee / account holder | $368 | $131+181.0% | $10,261-96.4% | $142+158.5% |