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 | $79,957 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $25,597 |
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 | $104,265 | $88,083+18.4% | $164,813-36.7% | $74,495+40.0% |
| Participation rate | 81.4% | 73.0%+8.4pp | 78.6%+2.8pp | 67.2%+14.2pp |
| Annual return | 19.42% | 17.26%+2.2pp | 69.93%-50.5pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $4,327 | $2,593+66.9% | $4,341-0.3% | $2,623+65.0% |
| Participant deferral / active EE | $5,070 | $4,498+12.7% | $6,031-15.9% | $4,346+16.7% |
| Admin fee / account holder | $394 | $2,234-82.4% | $12,690-96.9% | $1,942-79.7% |