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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $91,649 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,116 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,376 | $85,135+10.9% | $98,907-4.6% | $73,409+28.6% |
| Participation rate | 64.9% | 81.1%-16.2pp | 76.0%-11.1pp | 72.2%-7.3pp |
| Annual return | 15.29% | 19.14%-3.9pp | 196.43%-181.1pp | 59.29%-44.0pp |
| Employer contribution / active EE | $594 | $2,721-78.2% | $2,689-77.9% | $2,234-73.4% |
| Participant deferral / active EE | $3,075 | $4,349-29.3% | $4,244-27.5% | $3,805-19.2% |
| Admin fee / account holder | $383 | $139+175.0% | $6,642-94.2% | $158+142.5% |