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 | $37,838 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $37,628 |
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 | $97,542 | $69,362+40.6% | $101,248-3.7% | $73,488+32.7% |
| Participation rate | 86.5% | 68.4%+18.1pp | 75.8%+10.7pp | 70.7%+15.8pp |
| Annual return | 16.04% | 18.46%-2.4pp | 46.47%-30.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,654 | $2,628-37.1% | $3,660-54.8% | $2,270-27.1% |
| Participant deferral / active EE | $3,047 | $3,300-7.7% | $4,370-30.3% | $3,740-18.5% |
| Admin fee / account holder | $331 | $704-53.0% | $5,945-94.4% | $513-35.5% |