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 |
|---|---|---|
NUVEEN5+ years Filed as: NWQ INVESTMENTS Service code 28 · EIN 47-0875103 | Investment Management | $394,430 |
RIDGEWORTH5+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 58-1022504 | Investment Management | $318,976 |
DELEWARE FUNDS2 years Filed as: DELEWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $212,507 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $195,586 |
BENESYS, INC.5+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $192,408 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 23-2384840 | Investment Management | $182,873 |
KAUFMANN & GOBLE5+ years Service code 15 · EIN 94-2614826 | Recordkeeping | $180,381 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX Service code 19 · EIN 75-3182674 | Securities Custodian | $158,036 |
WHITESTAR ADVISORS, LLC5+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 | Investment Management | $110,875 |
KRAW LAW GROUP5+ years Service code 29 · EIN 77-0171216 | Legal | $52,384 |
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 | $179,917 | $66,051+172.4% | $92,893+93.7% | $77,787+131.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 15.69% | 20.69%-5.0pp | 109.41%-93.7pp | 32.57%-16.9pp |
| Employer contribution / active EE | $10,277 | $3,426+200.0% | $3,653+181.4% | $2,504+310.3% |
| Participant deferral / active EE | $6,344 | $3,013+110.5% | $4,236+49.8% | $3,967+59.9% |
| Admin fee / account holder | $705 | $148+376.7% | $5,794-87.8% | $100+604.2% |