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 | $75,261 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $22,421 |
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 | $117,143 | $101,955+14.9% | $112,887+3.8% | $71,457+63.9% |
| Participation rate | 99.4% | 82.1%+17.3pp | 80.5%+18.9pp | 67.9%+31.5pp |
| Annual return | 17.75% | 28.92%-11.2pp | 34.10%-16.3pp | 28.85%-11.1pp |
| Employer contribution / active EE | $7,195 | $4,743+51.7% | $4,563+57.7% | $2,588+178.0% |
| Participant deferral / active EE | $7,064 | $6,771+4.3% | $6,513+8.5% | $4,289+64.7% |
| Admin fee / account holder | $388 | $1,395-72.2% | $7,047-94.5% | $1,587-75.6% |