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 9-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 13 · EIN 42-0127290 | Contract Administrator | $61,728 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS INS AGENCY Service code 49 · EIN 54-0910269 | Other Services | $27,797 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $62,229 | $100,923-38.3% | $150,045-58.5% | $74,304-16.3% |
| Participation rate | 85.6% | 70.1%+15.5pp | 82.3%+3.3pp | 60.3%+25.2pp |
| Annual return | 16.09% | 51.77%-35.7pp | 62.55%-46.5pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,597 | $3,463-25.0% | $4,693-44.7% | $2,241+15.9% |
| Participant deferral / active EE | $6,103 | $6,709-9.0% | $7,997-23.7% | $3,767+62.0% |
| Admin fee / account holder | $469 | $2,767-83.0% | $13,435-96.5% | $2,969-84.2% |