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 | $63,163 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,633 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,407 | $57,281+68.3% | $86,612+11.3% | $75,163+28.3% |
| Participation rate | 98.8% | 63.2%+35.6pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 16.49% | 2670.75%-2654.3pp | 591.07%-574.6pp | 160.62%-144.1pp |
| Employer contribution / active EE | $10,469 | $2,314+352.3% | $3,022+246.4% | $2,670+292.1% |
| Participant deferral / active EE | $10,695 | $3,318+222.4% | $4,438+141.0% | $4,125+159.3% |
| Admin fee / account holder | $482 | $4,112-88.3% | $5,614-91.4% | $5,651-91.5% |