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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,585 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $23,733 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $98,666 | $99,016-0.4% | $93,789+5.2% | $66,914+47.5% |
| Participation rate | 99.4% | 82.1%+17.2pp | 81.0%+18.4pp | 69.8%+29.6pp |
| Annual return | -16.77% | -14.59%-2.2pp | -11.33%-5.4pp | 1.58%-18.4pp |
| Employer contribution / active EE | $6,692 | $4,769+40.3% | $4,323+54.8% | $2,544+163.0% |
| Participant deferral / active EE | $6,968 | $6,689+4.2% | $6,094+14.3% | $4,237+64.5% |
| Admin fee / account holder | $401 | $477-16.0% | $7,195-94.4% | $593-32.4% |