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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | 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 | $287,919 | $93,182+209.0% | $146,665+96.3% | $79,386+262.7% |
| Participation rate | 95.6% | 76.4%+19.1pp | 80.1%+15.5pp | 70.7%+24.9pp |
| Annual return | 13.27% | 21.61%-8.3pp | 22.74%-9.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $3,117 | $2,420+28.8% | $4,136-24.6% | $2,427+28.4% |
| Participant deferral / active EE | $9,057 | $4,169+117.2% | $5,506+64.5% | $4,046+123.9% |
| Admin fee / account holder | $531 | $585-9.2% | $10,280-94.8% | $626-15.2% |