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 | $65,875 |
CLIFTONLARSONALLEN LLP1 year Filed as: CRI CPAS AND ADVISORS Service code 10 · EIN 72-1396621 | Accounting | $18,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 49 · EIN 48-1305000 | Other Services | $7,552 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $6,519 |
Filed as: WILSHIRE ADVISORS LLC 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,168 | $77,899+258.4% | $149,673+86.5% | $75,163+271.4% |
| Participation rate | 95.7% | 65.6%+30.1pp | 78.8%+16.9pp | 67.2%+28.5pp |
| Annual return | 16.86% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $23,471 | $3,137+648.1% | $4,818+387.2% | $2,670+779.1% |
| Participant deferral / active EE | $15,592 | $3,411+357.1% | $5,680+174.5% | $4,125+278.0% |
| Admin fee / account holder | $650 | $5,956-89.1% | $13,210-95.1% | $5,651-88.5% |