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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $79,123 |
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 | $100,982 | $50,666+99.3% | $76,817+31.5% | $65,185+54.9% |
| Participation rate | 80.5% | 68.8%+11.7pp | 72.1%+8.4pp | 70.2%+10.3pp |
| Annual return | 16.35% | 28.51%-12.2pp | 1166.11%-1149.8pp | 29.38%-13.0pp |
| Employer contribution / active EE | $2,672 | $1,575+69.7% | $2,302+16.1% | $2,177+22.8% |
| Participant deferral / active EE | $5,768 | $2,647+117.9% | $3,336+72.9% | $3,514+64.2% |
| Admin fee / account holder | $365 | $463-21.2% | $6,420-94.3% | $847-56.9% |