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 | $67,938 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $16,060 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $14,792 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,976 | $58,320+109.1% | $86,436+41.1% | $66,914+82.3% |
| Participation rate | 72.2% | 78.6%-6.4pp | 80.3%-8.1pp | 69.8%+2.4pp |
| Annual return | -19.57% | -9.71%-9.9pp | 4394.89%-4414.5pp | 1.58%-21.2pp |
| Employer contribution / active EE | $2,730 | $2,615+4.4% | $3,769-27.6% | $2,544+7.3% |
| Participant deferral / active EE | $3,903 | $6,899-43.4% | $6,952-43.9% | $4,237-7.9% |
| Admin fee / account holder | $444 | $546-18.7% | $6,731-93.4% | $593-25.2% |