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 | $96,564 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $29,540 |
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 | $138,552 | $113,016+22.6% | $103,476+33.9% | $74,495+86.0% |
| Participation rate | 98.9% | 80.8%+18.1pp | 80.5%+18.3pp | 67.2%+31.7pp |
| Annual return | 14.45% | 23.24%-8.8pp | 23.90%-9.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $8,303 | $4,881+70.1% | $4,672+77.7% | $2,623+216.5% |
| Participant deferral / active EE | $7,725 | $7,279+6.1% | $6,623+16.6% | $4,346+77.8% |
| Admin fee / account holder | $488 | $1,709-71.5% | $9,413-94.8% | $1,942-74.9% |