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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $72,468 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $9,128 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,038 | $65,557+14.5% | $105,738-29.0% | $56,287+33.3% |
| Participation rate | 98.6% | 63.4%+35.2pp | 76.3%+22.3pp | 69.9%+28.8pp |
| Annual return | -4.67% | -1.32%-3.4pp | 6.27%-10.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,967 | $1,788+65.9% | $3,268-9.2% | $2,111+40.6% |
| Participant deferral / active EE | $6,072 | $2,418+151.1% | $4,080+48.8% | $3,350+81.3% |
| Admin fee / account holder | $303 | $561-46.1% | $6,913-95.6% | $521-41.9% |