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 | $65,582 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $20,225 |
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 | $91,404 | $82,978+10.2% | $129,995-29.7% | $71,457+27.9% |
| Participation rate | 85.1% | 74.1%+11.0pp | 78.5%+6.6pp | 67.9%+17.2pp |
| Annual return | 22.21% | 20.60%+1.6pp | -137.18%+159.4pp | 28.85%-6.6pp |
| Employer contribution / active EE | $2,557 | $2,622-2.5% | $4,320-40.8% | $2,588-1.2% |
| Participant deferral / active EE | $4,309 | $4,432-2.8% | $5,820-26.0% | $4,289+0.5% |
| Admin fee / account holder | $325 | $1,729-81.2% | $10,614-96.9% | $1,587-79.5% |