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 | $60,514 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $21,327 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,896 | $86,655-10.1% | $119,609-34.9% | $66,914+16.4% |
| Participation rate | 82.5% | 75.6%+6.9pp | 79.3%+3.2pp | 69.8%+12.7pp |
| Annual return | -21.50% | -8.00%-13.5pp | -14.97%-6.5pp | 1.58%-23.1pp |
| Employer contribution / active EE | $3,513 | $2,536+38.5% | $4,232-17.0% | $2,544+38.1% |
| Participant deferral / active EE | $4,000 | $4,358-8.2% | $5,602-28.6% | $4,237-5.6% |
| Admin fee / account holder | $317 | $755-58.0% | $10,323-96.9% | $593-46.6% |