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 | $55,657 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,450 | $63,299+137.7% | $91,001+65.3% | $62,292+141.5% |
| Participation rate | 89.0% | 73.3%+15.7pp | 75.6%+13.4pp | 69.5%+19.5pp |
| Annual return | 12.86% | 20.99%-8.1pp | 4.60%+8.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,293 | $1,807-28.4% | $2,456-47.3% | $2,042-36.7% |
| Participant deferral / active EE | $8,513 | $2,943+189.3% | $3,547+140.0% | $3,169+168.6% |
| Admin fee / account holder | $346 | $468-26.0% | $5,417-93.6% | $479-27.8% |