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 | $34,089 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $6,188 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $5,141 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,772 | $91,407-53.2% | $135,903-68.5% | $71,457-40.1% |
| Participation rate | 55.1% | 75.7%-20.5pp | 81.9%-26.8pp | 67.9%-12.8pp |
| Annual return | 26.53% | 29.90%-3.4pp | 68.23%-41.7pp | 28.85%-2.3pp |
| Employer contribution / active EE | $1,043 | $3,703-71.9% | $4,856-78.5% | $2,588-59.7% |
| Participant deferral / active EE | $2,214 | $7,092-68.8% | $7,758-71.5% | $4,289-48.4% |
| Admin fee / account holder | $411 | $1,266-67.6% | $10,762-96.2% | $1,587-74.1% |