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 |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $52,990 |
MATRANGA & COMPANY2 years Service code 10 · EIN 20-1147648 | Accounting | $7,450 |
Service code 14 · EIN 33-0461574 | Plan Administrator | $5,922 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 37 · EIN 34-1542819 | Loan Processing | $1,999 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $90 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$1,570 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $135,806 | $56,114+142.0% | $96,139+41.3% | $85,850+58.2% |
| Participation rate | 93.5% | 56.7%+36.8pp | 68.4%+25.1pp | 69.3%+24.2pp |
| Annual return | 16.29% | 42.30%-26.0pp | 191.94%-175.7pp | 318.53%-302.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,367 | $2,859+17.8% | $4,349-22.6% | $3,952-14.8% |
| Admin fee / account holder | $326 | $3,768-91.4% | $5,537-94.1% | $6,260-94.8% |