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 Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $21,974 |
KREISCHER MILLER4 years Service code 15 · EIN 23-1980475 | Recordkeeping | $17,617 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,679 | $73,933+247.2% | $96,683+165.5% | $75,163+241.5% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 16.86% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,268 | $2,928+45.8% | $3,737+14.2% | $2,670+59.9% |
| Participant deferral / active EE | $12,798 | $3,659+249.8% | $4,878+162.4% | $4,125+210.3% |
| Admin fee / account holder | $394 | $5,216-92.4% | $6,730-94.1% | $5,651-93.0% |