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 6-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 15 · EIN 13-3689044 | Recordkeeping | $13,573 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $11,536 |
THE PENSION DESIGN GROUP6+ years Service code 15 · EIN 46-2028188 | Recordkeeping | $9,121 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,434 | $100,923-34.2% | $150,045-55.7% | $74,304-10.6% |
| Participation rate | 46.2% | 70.1%-23.9pp | 82.3%-36.2pp | 60.3%-14.2pp |
| Annual return | 17.40% | 51.77%-34.4pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,737 | $3,463-49.8% | $4,693-63.0% | $2,241-22.5% |
| Participant deferral / active EE | $5,693 | $6,709-15.2% | $7,997-28.8% | $3,767+51.1% |
| Admin fee / account holder | $353 | $2,767-87.2% | $13,435-97.4% | $2,969-88.1% |