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 | $49,185 |
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 | $162,962 | $66,310+145.8% | $93,606+74.1% | $65,185+150.0% |
| Participation rate | 91.5% | 74.0%+17.5pp | 75.8%+15.7pp | 70.2%+21.3pp |
| Annual return | 2.42% | 42.58%-40.2pp | 32.76%-30.3pp | 29.38%-27.0pp |
| Employer contribution / active EE | $1,493 | $2,012-25.8% | $2,718-45.1% | $2,177-31.4% |
| Participant deferral / active EE | $9,343 | $3,342+179.6% | $4,069+129.6% | $3,514+165.9% |
| Admin fee / account holder | $304 | $6,897-95.6% | $7,888-96.1% | $847-64.1% |