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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $70,503 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,704 | $61,616+18.0% | $105,722-31.2% | $55,167+31.8% |
| Participation rate | 75.2% | 72.9%+2.3pp | 78.9%-3.7pp | 69.0%+6.2pp |
| Annual return | 6.08% | 11.15%-5.1pp | 12.25%-6.2pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,600 | $3,043-47.4% | $4,079-60.8% | $1,963-18.5% |
| Participant deferral / active EE | $2,750 | $4,213-34.7% | $5,326-48.4% | $3,054-10.0% |
| Admin fee / account holder | $624 | $379+64.7% | $8,308-92.5% | $504+23.7% |