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.8+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 PO BOX 1745 · RICHMOND, VA 23218 | Advisory (Participants) | $96,271 |
ASCENSUS LLC8+ years Filed as: ASCENSUS, INC. Service code 13 · EIN 11-3665754 | Contract Administrator | $21,907 |
EMPLOYEE BENEFITS SERVICES6 years Service code 13 · EIN 52-2061078 | Contract Administrator | $4,200 |
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 | $128,002 | $65,061+96.7% | $143,757-11.0% | $66,914+91.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.57% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $7,222 | $2,361+205.9% | $4,951+45.9% | $2,544+183.9% |
| Participant deferral / active EE | $5,479 | $2,919+87.7% | $5,637-2.8% | $4,237+29.3% |
| Admin fee / account holder | $473 | $502-5.7% | $14,673-96.8% | $593-20.2% |