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 | $37,475 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $18,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,802 | $59,263+71.8% | $96,562+5.4% | $79,386+28.2% |
| Participation rate | 36.8% | 61.9%-25.1pp | 69.8%-33.0pp | 70.7%-33.9pp |
| Annual return | 11.90% | 27.07%-15.2pp | 37.78%-25.9pp | 116.85%-104.9pp |
| Employer contribution / active EE | $640 | $1,216-47.4% | $2,356-72.9% | $2,427-73.7% |
| Participant deferral / active EE | $2,249 | $2,948-23.7% | $3,849-41.6% | $4,046-44.4% |
| Admin fee / account holder | $307 | $658-53.3% | $6,181-95.0% | $626-51.0% |