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.7 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $69,068 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,936 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,014 | $82,917+8.6% | $103,333-12.9% | $77,643+15.9% |
| Participation rate | 57.7% | 71.6%-13.8pp | 74.5%-16.8pp | 70.6%-12.8pp |
| Annual return | 17.39% | 19.13%-1.7pp | 24.88%-7.5pp | 31.24%-13.8pp |
| Employer contribution / active EE | $2,346 | $3,552-34.0% | $3,868-39.4% | $2,726-13.9% |
| Participant deferral / active EE | $5,247 | $4,108+27.7% | $5,057+3.7% | $4,647+12.9% |
| Admin fee / account holder | $329 | $638-48.5% | $8,355-96.1% | $430-23.7% |