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.1 year Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $25,775 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,110 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $8,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,790 | $79,428+47.0% | $106,548+9.6% | $79,386+47.1% |
| Participation rate | 57.4% | 74.1%-16.7pp | 76.1%-18.7pp | 70.7%-13.3pp |
| Annual return | 7.88% | 18.27%-10.4pp | 26.80%-18.9pp | 116.85%-109.0pp |
| Employer contribution / active EE | $1,652 | $2,234-26.1% | $2,819-41.4% | $2,427-32.0% |
| Participant deferral / active EE | $1,982 | $3,823-48.2% | $4,398-54.9% | $4,046-51.0% |
| Admin fee / account holder | $507 | $523-3.1% | $7,407-93.2% | $626-19.1% |