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 60 · EIN 04-2647786 | Sub-TA Fees | $32,914 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $22,154 |
WIPFLI LLP1 year Filed as: WIPFLI LLP. Service code 10 · EIN 39-0758449 | Accounting | $8,000 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,331 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,533 | $86,286-11.3% | $111,297-31.2% | $85,850-10.9% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.4pp | 69.3%+27.4pp |
| Annual return | 10.79% | 19.99%-9.2pp | 54.65%-43.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,549 | $2,043-24.2% | $2,731-43.3% | $2,565-39.6% |
| Participant deferral / active EE | $4,677 | $3,641+28.5% | $4,487+4.2% | $3,952+18.4% |
| Admin fee / account holder | $698 | $8,188-91.5% | $7,964-91.2% | $6,260-88.9% |