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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,597 |
Filed as: KESTRA PRIVATE WEALTH SERVICES Service code 27 · EIN 27-3523207 | Advisory (Plan) | $22,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,271 | $41,617+23.2% | $84,611-39.4% | $77,787-34.1% |
| Participation rate | 10.4% | 45.0%-34.6pp | 68.2%-57.9pp | 73.2%-62.8pp |
| Annual return | 22.96% | 24.97%-2.0pp | 258.74%-235.8pp | 32.57%-9.6pp |
| Employer contribution / active EE | $163 | $1,061-84.7% | $2,652-93.9% | $2,504-93.5% |
| Participant deferral / active EE | $386 | $2,129-81.9% | $3,899-90.1% | $3,967-90.3% |
| Admin fee / account holder | $350 | $121+189.7% | $4,912-92.9% | $100+250.2% |