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 | $78,609 |
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 | $119,098 | $54,590+118.2% | $81,930+45.4% | $73,488+62.1% |
| Participation rate | 71.4% | 68.3%+3.0pp | 72.0%-0.6pp | 70.7%+0.7pp |
| Annual return | 11.07% | 17.74%-6.7pp | 29.49%-18.4pp | 28.51%-17.4pp |
| Employer contribution / active EE | $2,360 | $1,636+44.3% | $4,310-45.2% | $2,270+4.0% |
| Participant deferral / active EE | $5,306 | $2,759+92.3% | $7,107-25.3% | $3,740+41.9% |
| Admin fee / account holder | $408 | $592-31.1% | $5,158-92.1% | $513-20.5% |