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 | $50,321 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $41,180 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,726 | $78,485+162.1% | $106,213+93.7% | $74,495+176.2% |
| Participation rate | 96.3% | 72.8%+23.4pp | 75.3%+21.0pp | 67.2%+29.1pp |
| Annual return | 10.62% | 15.95%-5.3pp | 116.14%-105.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $8,158 | $2,523+223.4% | $3,171+157.2% | $2,623+211.0% |
| Participant deferral / active EE | $4,382 | $4,322+1.4% | $5,016-12.6% | $4,346+0.8% |
| Admin fee / account holder | $590 | $2,232-73.5% | $11,033-94.6% | $1,942-69.6% |