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 9-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 | $72,614 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 93-0587572 | Advisory (Plan) | $29,866 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS WEALTH ADVISORS LLC Service code 26 · EIN 91-1870849 | Advisory (Participants) | $19,504 |
Filed as: WILSHIRE ADVISORS LLC 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,576 | $50,815+99.9% | $155,509-34.7% | $77,643+30.8% |
| Participation rate | 81.0% | 63.1%+17.9pp | 78.2%+2.8pp | 70.6%+10.4pp |
| Annual return | 16.82% | 34.80%-18.0pp | 64.67%-47.8pp | 31.24%-14.4pp |
| Employer contribution / active EE | $5,785 | $1,993+190.3% | $4,672+23.8% | $2,726+112.2% |
| Participant deferral / active EE | $4,083 | $2,822+44.7% | $5,626-27.4% | $4,647-12.1% |
| Admin fee / account holder | $462 | $437+5.8% | $15,912-97.1% | $430+7.4% |