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 |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $34,628 |
Filed as: PORTFOLIO EVALUATIONS Service code 27 · EIN 22-3189064 | Advisory (Plan) | $30,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $15,450 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,061 | $93,182+71.8% | $146,665+9.1% | $79,386+101.6% |
| Participation rate | 92.2% | 76.4%+15.8pp | 80.1%+12.1pp | 70.7%+21.5pp |
| Annual return | 13.11% | 21.61%-8.5pp | 22.74%-9.6pp | 116.85%-103.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,769 | $4,169-9.6% | $5,506-31.5% | $4,046-6.8% |
| Admin fee / account holder | $417 | $585-28.6% | $10,280-95.9% | $626-33.4% |