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.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $14,654 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,353 | $66,302+149.4% | $110,238+50.0% | $56,287+193.8% |
| Participation rate | 96.1% | 74.9%+21.2pp | 79.8%+16.3pp | 69.9%+26.3pp |
| Annual return | -7.40% | -1.18%-6.2pp | 314.74%-322.1pp | -9.96%+2.6pp |
| Employer contribution / active EE | $2,904 | $2,047+41.9% | $3,826-24.1% | $2,111+37.6% |
| Participant deferral / active EE | $8,110 | $3,381+139.9% | $4,672+73.6% | $3,350+142.1% |
| Admin fee / account holder | $942 | $698+34.8% | $8,547-89.0% | $521+80.8% |