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.2 years Filed as: WELLS FARGO ADVISORS Service code 19 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Securities Custodian | $37,939 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $33,261 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 22 · EIN 71-0927304 | Insurance Broker | $19,061 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 59 | Shareholder Servicing | $3,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,249 | $42,548+27.5% | $74,550-27.2% | $56,287-3.6% |
| Participation rate | 88.8% | 60.5%+28.3pp | 69.1%+19.7pp | 69.9%+19.0pp |
| Annual return | -6.27% | 12.40%-18.7pp | 32.53%-38.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $481 | $855-43.7% | $1,961-75.5% | $2,111-77.2% |
| Participant deferral / active EE | $2,959 | $2,277+29.9% | $3,108-4.8% | $3,350-11.7% |
| Admin fee / account holder | $456 | $467-2.4% | $5,060-91.0% | $521-12.5% |