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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $61,637 |
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 | $35,742 | $50,385-29.1% | $75,670-52.8% | $62,292-42.6% |
| Participation rate | 74.5% | 67.7%+6.8pp | 72.3%+2.2pp | 69.5%+5.0pp |
| Annual return | 22.34% | 19.90%+2.4pp | 27.34%-5.0pp | 28.90%-6.6pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,800 | $2,445-26.4% | $3,142-42.7% | $3,169-43.2% |
| Admin fee / account holder | $318 | $384-17.1% | $5,800-94.5% | $479-33.6% |