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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $43,939 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,261 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,278 | $63,764+57.3% | $81,930+22.4% | $79,858+25.6% |
| Participation rate | 95.6% | 67.5%+28.1pp | 72.0%+23.6pp | 69.6%+25.9pp |
| Annual return | 16.55% | 22.66%-6.1pp | 29.49%-12.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,763 | $1,795-1.8% | $4,310-59.1% | $2,471-28.7% |
| Participant deferral / active EE | $6,343 | $2,780+128.1% | $7,107-10.7% | $3,740+69.6% |
| Admin fee / account holder | $530 | $4,426-88.0% | $5,158-89.7% | $5,306-90.0% |