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.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $31,537 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,018 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $201,400 | $86,332+133.3% | $125,175+60.9% | $65,185+209.0% |
| Participation rate | 94.4% | 75.3%+19.1pp | 79.8%+14.7pp | 70.2%+24.2pp |
| Annual return | 21.79% | 27.43%-5.6pp | 43.79%-22.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $2,993 | $2,040+46.8% | $3,865-22.6% | $2,177+37.5% |
| Participant deferral / active EE | $8,470 | $3,537+139.5% | $4,937+71.6% | $3,514+141.1% |
| Admin fee / account holder | $409 | $609-32.8% | $9,702-95.8% | $847-51.7% |