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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $132,265 |
COMMONWEALTH FINANCIAL NETWORK3+ years Filed as: COMMONWEALTH FINANCIAL NETWORK, INC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $45,609 |
401(K) ADVISORS INC1 year Filed as: WF ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $16,010 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,620 | $75,388+3.0% | $123,544-37.2% | $55,725+39.3% |
| Participation rate | 93.3% | 75.7%+17.7pp | 82.3%+11.0pp | 70.9%+22.5pp |
| Annual return | 9.85% | 4.48%+5.4pp | 119.20%-109.3pp | 244.93%-235.1pp |
| Employer contribution / active EE | $1,984 | $3,063-35.2% | $4,628-57.1% | $2,078-4.5% |
| Participant deferral / active EE | $4,941 | $5,651-12.6% | $6,426-23.1% | $3,356+47.3% |
| Admin fee / account holder | $321 | $120+168.0% | $9,284-96.5% | $115+178.7% |