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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,565 |
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 | $158,836 | $58,083+173.5% | $80,019+98.5% | $56,287+182.2% |
| Participation rate | 92.0% | 73.6%+18.4pp | 75.8%+16.2pp | 69.9%+22.1pp |
| Annual return | 11.06% | 34.61%-23.6pp | 11.22%-0.2pp | -9.96%+21.0pp |
| Employer contribution / active EE | $1,610 | $1,932-16.6% | $2,468-34.7% | $2,111-23.7% |
| Participant deferral / active EE | $8,526 | $3,135+172.0% | $3,686+131.3% | $3,350+154.5% |
| Admin fee / account holder | $367 | $623-41.0% | $6,521-94.4% | $521-29.5% |