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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,081 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $16,081 |
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 | $106,809 | $81,474+31.1% | $133,956-20.3% | $73,488+45.3% |
| Participation rate | 79.9% | 76.4%+3.5pp | 79.8%0pp | 70.7%+9.2pp |
| Annual return | 17.40% | 19.40%-2.0pp | 45.09%-27.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,458 | $2,209-34.0% | $3,919-62.8% | $2,270-35.8% |
| Participant deferral / active EE | $3,505 | $3,786-7.4% | $5,048-30.6% | $3,740-6.3% |
| Admin fee / account holder | $342 | $713-52.0% | $8,927-96.2% | $513-33.3% |