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 64 · EIN 71-0294708 | Recordkeeping Fees | $32,315 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 99 · EIN 59-2617265 | Other Fees | $9,937 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 99 · EIN 34-1542819 | Other Fees | $6,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,345 | $84,936+21.7% | $111,297-7.1% | $79,386+30.2% |
| Participation rate | 37.4% | 75.9%-38.4pp | 77.3%-39.9pp | 70.7%-33.3pp |
| Annual return | 19.30% | 17.45%+1.8pp | 54.65%-35.3pp | 116.85%-97.5pp |
| Employer contribution / active EE | $241 | $1,979-87.8% | $2,731-91.2% | $2,427-90.1% |
| Participant deferral / active EE | $2,176 | $3,888-44.0% | $4,487-51.5% | $4,046-46.2% |
| Admin fee / account holder | $376 | $537-30.0% | $7,964-95.3% | $626-40.0% |