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 | $47,769 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,763 | $54,726+34.8% | $68,793+7.2% | $64,186+14.9% |
| Participation rate | 85.4% | 68.0%+17.3pp | 72.2%+13.1pp | 69.6%+15.8pp |
| Annual return | -4.53% | -1.62%-2.9pp | -4.63%+0.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,637 | $1,846-11.4% | $2,625-37.7% | $2,381-31.3% |
| Participant deferral / active EE | $5,491 | $2,626+109.1% | $3,311+65.8% | $3,470+58.3% |
| Admin fee / account holder | $459 | $4,027-88.6% | $5,131-91.0% | $4,888-90.6% |