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 | $123,635 |
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 | $183,562 | $89,652+104.7% | $141,162+30.0% | $65,185+181.6% |
| Participation rate | 88.4% | 74.7%+13.7pp | 82.5%+6.0pp | 70.2%+18.2pp |
| Annual return | 25.33% | 32.79%-7.5pp | 71.39%-46.1pp | 29.38%-4.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,987 | $5,691+93.1% | $6,709+63.8% | $3,514+212.7% |
| Admin fee / account holder | $486 | $569-14.4% | $10,261-95.3% | $847-42.6% |