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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,161 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,000 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 47-0746749 | Accounting | $15,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,865 | $98,982+55.4% | $162,163-5.1% | $65,185+136.0% |
| Participation rate | 97.3% | 85.8%+11.5pp | 87.6%+9.8pp | 70.2%+27.1pp |
| Annual return | 25.48% | 24.84%+0.6pp | 115.59%-90.1pp | 29.38%-3.9pp |
| Employer contribution / active EE | $8,585 | $3,467+147.7% | $5,614+52.9% | $2,177+294.4% |
| Participant deferral / active EE | $8,298 | $5,384+54.1% | $7,298+13.7% | $3,514+136.2% |
| Admin fee / account holder | $514 | $596-13.9% | $10,843-95.3% | $847-39.4% |