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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $69,407 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,601 |
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 | $68,624 | $82,202-16.5% | $125,339-45.2% | $64,808+5.9% |
| Participation rate | 95.6% | 77.9%+17.7pp | 82.4%+13.2pp | 71.5%+24.1pp |
| Annual return | -3.35% | 3.48%-6.8pp | 572.05%-575.4pp | 32.82%-36.2pp |
| Employer contribution / active EE | $3,700 | $3,615+2.3% | $4,814-23.1% | $2,506+47.7% |
| Participant deferral / active EE | $7,668 | $7,175+6.9% | $7,446+3.0% | $4,310+77.9% |
| Admin fee / account holder | $366 | $163+124.1% | $10,010-96.3% | $188+94.8% |