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 13 · EIN 42-0127290 | Contract Administrator | $44,460 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $17,803 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $140,557 | $78,672+78.7% | $109,143+28.8% | $85,850+63.7% |
| Participation rate | 96.8% | 68.3%+28.6pp | 75.9%+21.0pp | 69.3%+27.5pp |
| Annual return | 13.92% | 25.09%-11.2pp | 25.75%-11.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $3,162 | $2,735+15.6% | $3,722-15.1% | $2,565+23.3% |
| Participant deferral / active EE | $6,699 | $3,467+93.2% | $4,653+44.0% | $3,952+69.5% |
| Admin fee / account holder | $566 | $5,469-89.7% | $6,752-91.6% | $6,260-91.0% |