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.6 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $48,589 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,143 |
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 | $297,355 | $82,978+258.4% | $129,995+128.7% | $71,457+316.1% |
| Participation rate | 94.1% | 74.1%+20.0pp | 78.5%+15.6pp | 67.9%+26.1pp |
| Annual return | 18.94% | 20.60%-1.7pp | -137.18%+156.1pp | 28.85%-9.9pp |
| Employer contribution / active EE | $3,050 | $2,622+16.3% | $4,320-29.4% | $2,588+17.9% |
| Participant deferral / active EE | $9,578 | $4,432+116.1% | $5,820+64.6% | $4,289+123.3% |
| Admin fee / account holder | $503 | $1,729-70.9% | $10,614-95.3% | $1,587-68.3% |