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.1 year Filed as: WELLS FARGO Service code 19 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Securities Custodian | $37,391 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $37,367 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 22 · EIN 71-0927304 | Insurance Broker | $22,384 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $3,378 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,890 | $65,041-12.5% | $90,951-37.5% | $79,858-28.8% |
| Participation rate | 80.2% | 61.6%+18.6pp | 69.0%+11.2pp | 69.6%+10.6pp |
| Annual return | 16.74% | 30.45%-13.7pp | 134.60%-117.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $626 | $1,247-49.8% | $2,122-70.5% | $2,471-74.7% |
| Participant deferral / active EE | $3,928 | $2,512+56.4% | $3,373+16.5% | $3,740+5.0% |
| Admin fee / account holder | $616 | $4,536-86.4% | $5,959-89.7% | $5,306-88.4% |