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 7-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 37 · EIN 04-2647786 | Loan Processing | $44,573 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $34,977 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,121 |
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 | $108,546 | $100,923+7.6% | $150,045-27.7% | $74,304+46.1% |
| Participation rate | 79.4% | 70.1%+9.3pp | 82.3%-2.9pp | 60.3%+19.0pp |
| Annual return | 20.40% | 51.77%-31.4pp | 62.55%-42.1pp | 29.43%-9.0pp |
| Employer contribution / active EE | $2,920 | $3,463-15.7% | $4,693-37.8% | $2,241+30.3% |
| Participant deferral / active EE | $8,533 | $6,709+27.2% | $7,997+6.7% | $3,767+126.5% |
| Admin fee / account holder | $566 | $2,767-79.6% | $13,435-95.8% | $2,969-80.9% |