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 | $6,365 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,549 | $27,915+127.6% | $58,482+8.7% | $75,163-15.5% |
| Participation rate | 37.3% | 38.8%-1.5pp | 50.9%-13.6pp | 67.2%-29.9pp |
| Annual return | -0.98% | 44.20%-45.2pp | 4239.32%-4240.3pp | 160.62%-161.6pp |
| Employer contribution / active EE | $751 | $669+12.3% | $1,053-28.7% | $2,670-71.9% |
| Participant deferral / active EE | $1,685 | $1,201+40.3% | $1,924-12.4% | $4,125-59.1% |
| Admin fee / account holder | $3,037 | $1,726+76.0% | $2,516+20.7% | $5,651-46.3% |