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.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $21,121 |
REDWOOD PENSIONS, LLC1 year Service code 49 · EIN 27-2431450 | Other Services | $7,038 |
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 | $191,756 | $78,976+142.8% | $100,383+91.0% | $74,546+157.2% |
| Participation rate | 95.9% | 79.5%+16.4pp | 81.5%+14.4pp | 67.2%+28.7pp |
| Annual return | 14.11% | 20.62%-6.5pp | 49.26%-35.2pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,008 | $7,758+41.9% | $8,086+36.1% | $4,347+153.2% |
| Admin fee / account holder | $600 | $1,330-54.9% | $7,900-92.4% | $1,944-69.1% |