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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $51,206 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,254 |
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 | $239,335 | $99,957+139.4% | $149,696+59.9% | $73,488+225.7% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 17.81% | 53.87%-36.1pp | 276.60%-258.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $911 | $3,191-71.5% | $4,644-80.4% | $2,270-59.9% |
| Participant deferral / active EE | $11,348 | $6,073+86.9% | $6,842+65.9% | $3,740+203.5% |
| Admin fee / account holder | $496 | $551-9.9% | $9,309-94.7% | $513-3.3% |