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 |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $31,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,417 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,143 |
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 | $103,081 | $176,947-41.7% | $100,534+2.5% | - |
| Participation rate | 87.9% | 61.8%+26.0pp | 80.6%+7.3pp | - |
| Annual return | 18.26% | 15.13%+3.1pp | 32.66%-14.4pp | - |
| Employer contribution / active EE | $5,788 | $2,196+163.6% | $4,346+33.2% | - |
| Participant deferral / active EE | $10,959 | $4,114+166.4% | $6,144+78.4% | - |
| Admin fee / account holder | $434 | $22,209-98.0% | $7,654-94.3% | - |