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.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $82,728 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,306 |
CLIFTONLARSONALLEN LLP2 years Service code 10 PO BOX 829709 · PHILA, PA 191829709 | Accounting | $3,994 |
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 | $168,528 | $102,317+64.7% | $146,958+14.7% | $80,856+108.4% |
| Participation rate | 83.5% | 75.8%+7.7pp | 82.2%+1.4pp | 67.6%+15.9pp |
| Annual return | 15.77% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,507 | $3,713-32.5% | $4,933-49.2% | $2,755-9.0% |
| Participant deferral / active EE | $10,379 | $6,644+56.2% | $8,070+28.6% | $4,296+141.6% |
| Admin fee / account holder | $750 | $7,941-90.6% | $12,998-94.2% | $6,918-89.2% |