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 Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $41,608 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $34,307 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,671 | $59,263-33.1% | $96,562-58.9% | $79,386-50.0% |
| Participation rate | 89.8% | 61.9%+27.9pp | 69.8%+20.0pp | 70.7%+19.1pp |
| Annual return | 14.23% | 27.07%-12.8pp | 37.78%-23.6pp | 116.85%-102.6pp |
| Employer contribution / active EE | $2,455 | $1,216+102.0% | $2,356+4.2% | $2,427+1.1% |
| Participant deferral / active EE | $5,865 | $2,948+99.0% | $3,849+52.4% | $4,046+45.0% |
| Admin fee / account holder | $332 | $658-49.5% | $6,181-94.6% | $626-47.0% |