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 | $47,884 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $47,434 |
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 | $109,558 | $77,660+41.1% | $109,143+0.4% | $79,386+38.0% |
| Participation rate | 84.7% | 67.8%+16.9pp | 75.9%+8.8pp | 70.7%+14.0pp |
| Annual return | 12.22% | 23.44%-11.2pp | 25.75%-13.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,828 | $2,797-34.6% | $3,722-50.9% | $2,427-24.7% |
| Participant deferral / active EE | $3,563 | $3,518+1.3% | $4,653-23.4% | $4,046-11.9% |
| Admin fee / account holder | $413 | $732-43.6% | $6,752-93.9% | $626-34.1% |