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 | $54,660 |
Service code 27 · EIN 47-1566880 | Advisory (Plan) | $49,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $629,430 | $48,116+1208.1% | $99,443+533.0% | $77,787+709.2% |
| Participation rate | 0.0% | 60.0%-60.0pp | 73.8%-73.8pp | 73.2%-73.2pp |
| Annual return | 23.46% | 23.23%+0.2pp | 30.72%-7.3pp | 32.57%-9.1pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $2,540-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,018 | $2,238-54.5% | $3,619-71.9% | $3,967-74.3% |
| Admin fee / account holder | $2,670 | $87+2957.5% | $6,250-57.3% | $100+2568.2% |