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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.7 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 | $310,068 | $88,083+252.0% | $164,813+88.1% | $74,495+316.2% |
| Participation rate | 86.4% | 73.0%+13.4pp | 78.6%+7.8pp | 67.2%+19.2pp |
| Annual return | 13.63% | 17.26%-3.6pp | 69.93%-56.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,134 | $2,593+20.9% | $4,341-27.8% | $2,623+19.5% |
| Participant deferral / active EE | $9,550 | $4,498+112.3% | $6,031+58.3% | $4,346+119.7% |
| Admin fee / account holder | $601 | $2,234-73.1% | $12,690-95.3% | $1,942-69.1% |