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 9-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.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $112,889 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,620 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $301,773 | $52,953+469.9% | $172,739+74.7% | $65,185+363.0% |
| Participation rate | 98.4% | 66.2%+32.3pp | 82.6%+15.8pp | 70.2%+28.2pp |
| Annual return | 3.05% | 30.12%-27.1pp | 802.84%-799.8pp | 29.38%-26.3pp |
| Employer contribution / active EE | $17,342 | $2,190+692.0% | $5,143+237.2% | $2,177+696.8% |
| Participant deferral / active EE | $10,744 | $2,471+334.9% | $5,198+106.7% | $3,514+205.8% |
| Admin fee / account holder | $779 | $472+65.0% | $13,954-94.4% | $847-8.1% |