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.9+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 PO BOX 1745 · RICHMOND, VA 23218 | Advisory (Participants) | $99,495 |
ASCENSUS LLC9+ years Filed as: ASCENSUS, INC. Service code 13 · EIN 11-3665754 | Contract Administrator | $25,651 |
EMPLOYEE BENEFITS SERVICES7 years Service code 13 · EIN 52-2061078 | Contract Administrator | $5,640 |
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 | $142,197 | $61,272+132.1% | $149,673-5.0% | $71,457+99.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.60% | 35.85%-20.2pp | 134.42%-118.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $7,142 | $2,378+200.3% | $4,818+48.2% | $2,588+176.0% |
| Participant deferral / active EE | $5,883 | $2,917+101.7% | $5,680+3.6% | $4,289+37.2% |
| Admin fee / account holder | $488 | $1,261-61.3% | $13,210-96.3% | $1,587-69.2% |