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.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $35,568 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,589 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,635 | $81,474+176.9% | $133,956+68.4% | $73,488+207.0% |
| Participation rate | 97.4% | 76.4%+21.0pp | 79.8%+17.5pp | 70.7%+26.7pp |
| Annual return | 18.71% | 19.40%-0.7pp | 45.09%-26.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $2,977 | $2,209+34.7% | $3,919-24.0% | $2,270+31.1% |
| Participant deferral / active EE | $8,354 | $3,786+120.6% | $5,048+65.5% | $3,740+123.4% |
| Admin fee / account holder | $413 | $713-42.1% | $8,927-95.4% | $513-19.5% |