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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS COMPANY INC Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,335 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $32,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,527 | $55,449+32.6% | $83,848-12.3% | $56,287+30.6% |
| Participation rate | 82.2% | 68.0%+14.2pp | 76.1%+6.1pp | 69.9%+12.4pp |
| Annual return | -4.64% | -1.38%-3.3pp | 850.88%-855.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,560 | $2,430-35.8% | $3,631-57.0% | $2,111-26.1% |
| Participant deferral / active EE | $2,816 | $2,935-4.1% | $4,082-31.0% | $3,350-15.9% |
| Admin fee / account holder | $310 | $656-52.8% | $5,478-94.3% | $521-40.6% |