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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $24,982 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,201 |
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 | $104,109 | $86,286+20.7% | $111,297-6.5% | $85,850+21.3% |
| Participation rate | 84.4% | 73.3%+11.1pp | 77.3%+7.1pp | 69.3%+15.1pp |
| Annual return | 11.46% | 19.99%-8.5pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,065 | $2,043+50.0% | $2,731+12.2% | $2,565+19.5% |
| Participant deferral / active EE | $5,237 | $3,641+43.8% | $4,487+16.7% | $3,952+32.5% |
| Admin fee / account holder | $398 | $8,188-95.1% | $7,964-95.0% | $6,260-93.6% |