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 |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 13 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Contract Administrator | $20,728 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,800 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $6,419 |
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 | $205,993 | $61,272+236.2% | $149,673+37.6% | $71,457+188.3% |
| Participation rate | 85.4% | 62.5%+22.9pp | 78.8%+6.7pp | 67.9%+17.5pp |
| Annual return | 21.35% | 35.85%-14.5pp | 134.42%-113.1pp | 28.85%-7.5pp |
| Employer contribution / active EE | $9,136 | $2,378+284.1% | $4,818+89.6% | $2,588+253.1% |
| Participant deferral / active EE | $4,975 | $2,917+70.5% | $5,680-12.4% | $4,289+16.0% |
| Admin fee / account holder | $468 | $1,261-62.9% | $13,210-96.5% | $1,587-70.5% |