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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $103,790 |
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 | $183,924 | $99,957+84.0% | $149,696+22.9% | $73,488+150.3% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.5%+15.9pp | 70.7%+27.7pp |
| Annual return | 17.77% | 53.87%-36.1pp | 276.60%-258.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,103 | $3,191-65.4% | $4,644-76.2% | $2,270-51.4% |
| Participant deferral / active EE | $9,914 | $6,073+63.3% | $6,842+44.9% | $3,740+165.1% |
| Admin fee / account holder | $527 | $551-4.2% | $9,309-94.3% | $513+2.8% |