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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $93,807 |
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 | $142,465 | $89,652+58.9% | $141,162+0.9% | $65,185+118.6% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.5%+16.0pp | 70.2%+28.3pp |
| Annual return | 23.09% | 32.79%-9.7pp | 71.39%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $4,066 | $3,065+32.7% | $4,735-14.1% | $2,177+86.8% |
| Participant deferral / active EE | $9,884 | $5,691+73.7% | $6,709+47.3% | $3,514+181.3% |
| Admin fee / account holder | $429 | $569-24.6% | $10,261-95.8% | $847-49.4% |