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 | $67,345 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 49 · EIN 48-1305000 | Other Services | $15,039 |
Filed as: CARR RIGGS & INGRAM Service code 27 · EIN 72-1396621 | Advisory (Plan) | $7,250 |
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 | $362,099 | $81,248+345.7% | $155,509+132.8% | $80,856+347.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.89% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $25,493 | $3,100+722.3% | $4,672+445.6% | $2,755+825.4% |
| Participant deferral / active EE | $17,054 | $3,452+394.1% | $5,626+203.1% | $4,296+297.0% |
| Admin fee / account holder | $666 | $7,997-91.7% | $15,912-95.8% | $6,918-90.4% |