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.)
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 | $121,313 | $93,182+30.2% | $146,665-17.3% | $79,386+52.8% |
| Participation rate | 80.2% | 76.4%+3.7pp | 80.1%+0.1pp | 70.7%+9.5pp |
| Annual return | 12.63% | 21.61%-9.0pp | 22.74%-10.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $1,484 | $2,420-38.7% | $4,136-64.1% | $2,427-38.9% |
| Participant deferral / active EE | $3,485 | $4,169-16.4% | $5,506-36.7% | $4,046-13.9% |
| Admin fee / account holder | $441 | $585-24.5% | $10,280-95.7% | $626-29.5% |