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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,030 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,557 |
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 | $92,981 | $54,701+70.0% | $86,188+7.9% | $71,457+30.1% |
| Participation rate | 82.4% | 60.1%+22.3pp | 69.0%+13.4pp | 67.9%+14.5pp |
| Annual return | 16.19% | 20.06%-3.9pp | 1168.45%-1152.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,415 | $1,265+11.8% | $2,380-40.6% | $2,588-45.3% |
| Participant deferral / active EE | $4,513 | $3,108+45.2% | $3,985+13.2% | $4,289+5.2% |
| Admin fee / account holder | $387 | $1,922-79.9% | $6,852-94.4% | $1,587-75.6% |