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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $89,778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,872 | $91,190+270.5% | $178,490+89.3% | $79,858+323.1% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 17.65% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $8,893 | $3,256+173.1% | $5,011+77.5% | $2,471+259.9% |
| Participant deferral / active EE | $7,442 | $3,236+130.0% | $5,202+43.1% | $3,740+99.0% |
| Admin fee / account holder | $898 | $6,751-86.7% | $13,984-93.6% | $5,306-83.1% |