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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $101,922 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,238 |
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 | $102,376 | $75,388+35.8% | $123,544-17.1% | $55,725+83.7% |
| Participation rate | 76.9% | 75.7%+1.2pp | 82.3%-5.4pp | 70.9%+6.0pp |
| Annual return | -5.86% | 4.48%-10.3pp | 119.20%-125.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $878 | $3,063-71.3% | $4,628-81.0% | $2,078-57.7% |
| Participant deferral / active EE | $7,622 | $5,651+34.9% | $6,426+18.6% | $3,356+127.1% |
| Admin fee / account holder | $379 | $120+216.1% | $9,284-95.9% | $115+228.6% |