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+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $76,126 |
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 | $72,001 | $43,550+65.3% | $63,517+13.4% | $52,331+37.6% |
| Participation rate | 81.3% | 65.7%+15.6pp | 71.0%+10.2pp | 68.1%+13.1pp |
| Annual return | -0.03% | 2.03%-2.1pp | -70.30%+70.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,260 | $1,351+67.3% | $2,322-2.7% | $1,882+20.1% |
| Participant deferral / active EE | $5,132 | $2,254+127.7% | $2,953+73.8% | $3,022+69.8% |
| Admin fee / account holder | $394 | $387+1.8% | $5,892-93.3% | $592-33.4% |