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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $42,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,809 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,376 | $82,664+120.6% | $125,339+45.5% | $68,494+166.3% |
| Participation rate | 72.9% | 75.0%-2.2pp | 82.4%-9.5pp | 67.9%+5.0pp |
| Annual return | -17.87% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,737 | $3,381+99.3% | $4,814+40.0% | $2,596+159.5% |
| Participant deferral / active EE | $14,901 | $6,110+143.9% | $7,446+100.1% | $4,027+270.0% |
| Admin fee / account holder | $480 | $6,275-92.4% | $10,010-95.2% | $5,403-91.1% |