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.2 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $22,000 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,894 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $97,209 | $72,607+33.9% | $90,749+7.1% | $66,914+45.3% |
| Participation rate | 46.1% | 73.7%-27.6pp | 75.7%-29.6pp | 69.8%-23.7pp |
| Annual return | -17.26% | -12.28%-5.0pp | -12.16%-5.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,424 | $2,369-39.9% | $2,921-51.2% | $2,544-44.0% |
| Participant deferral / active EE | $1,750 | $3,977-56.0% | $4,564-61.6% | $4,237-58.7% |
| Admin fee / account holder | $509 | $707-28.0% | $8,445-94.0% | $593-14.1% |