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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,118 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,602 | $54,590-22.0% | $81,930-48.0% | $73,488-42.0% |
| Participation rate | 76.0% | 68.3%+7.6pp | 72.0%+4.0pp | 70.7%+5.3pp |
| Annual return | 16.76% | 17.74%-1.0pp | 29.49%-12.7pp | 28.51%-11.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,461 | $2,759-10.8% | $7,107-65.4% | $3,740-34.2% |
| Admin fee / account holder | $339 | $592-42.7% | $5,158-93.4% | $513-33.9% |