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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,804 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $17,696 |
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 | $115,352 | $82,978+39.0% | $129,995-11.3% | $71,457+61.4% |
| Participation rate | 75.2% | 74.1%+1.1pp | 78.5%-3.3pp | 67.9%+7.3pp |
| Annual return | 14.90% | 20.60%-5.7pp | -137.18%+152.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,305 | $2,622-50.2% | $4,320-69.8% | $2,588-49.6% |
| Participant deferral / active EE | $3,129 | $4,432-29.4% | $5,820-46.2% | $4,289-27.0% |
| Admin fee / account holder | $358 | $1,729-79.3% | $10,614-96.6% | $1,587-77.4% |