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 |
|---|---|---|
Service code 14 · EIN 20-3886993 | Plan Administrator | $32,222 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $31,258 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $19,996 |
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 | $210,633 | $104,475+101.6% | $159,436+32.1% | $79,386+165.3% |
| Participation rate | 76.9% | 76.6%+0.2pp | 82.8%-6.0pp | 70.7%+6.2pp |
| Annual return | 22.55% | 67.95%-45.4pp | 263.57%-241.0pp | 116.85%-94.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $11,564 | $6,467+78.8% | $7,352+57.3% | $4,046+185.9% |
| Admin fee / account holder | $701 | $711-1.4% | $10,799-93.5% | $626+12.0% |