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 | $43,367 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $24,121 |
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.
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 | $92,900 | $47,448+95.8% | $94,993-2.2% | $62,292+49.1% |
| Participation rate | 94.1% | 66.5%+27.6pp | 73.9%+20.2pp | 69.5%+24.6pp |
| Annual return | 11.55% | 22.64%-11.1pp | 27.12%-15.6pp | 28.90%-17.3pp |
| Employer contribution / active EE | $1,471 | $1,300+13.1% | $2,603-43.5% | $2,042-28.0% |
| Participant deferral / active EE | $2,019 | $2,375-15.0% | $3,317-39.1% | $3,169-36.3% |
| Admin fee / account holder | $668 | $434+53.9% | $4,960-86.5% | $479+39.4% |