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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.5 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 | $101,785 | $86,655+17.5% | $119,609-14.9% | $66,914+52.1% |
| Participation rate | 80.3% | 75.6%+4.8pp | 79.3%+1.1pp | 69.8%+10.5pp |
| Annual return | -15.26% | -8.00%-7.3pp | -14.97%-0.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,511 | $2,536-40.4% | $4,232-64.3% | $2,544-40.6% |
| Participant deferral / active EE | $3,577 | $4,358-17.9% | $5,602-36.1% | $4,237-15.6% |
| Admin fee / account holder | $403 | $755-46.7% | $10,323-96.1% | $593-32.1% |