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 |
|---|---|---|
ALMICH & ASSOCIATES3 years Filed as: ALMICH & ASSOCIATES AN ACCOUNTANCY Service code 10 26463 RANCHO PKWY S · LAKE FOREST, CA 92630 | Accounting | $16,400 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $9,235 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $305 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,318 | $70,428-32.8% | $96,562-51.0% | $85,850-44.9% |
| Participation rate | 32.7% | 61.8%-29.2pp | 69.8%-37.2pp | 69.3%-36.7pp |
| Annual return | 10.91% | 18.59%-7.7pp | 37.78%-26.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,599 | $2,894-44.7% | $3,849-58.4% | $3,952-59.5% |
| Admin fee / account holder | $1,094 | $4,997-78.1% | $6,181-82.3% | $6,260-82.5% |