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 Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $45,590 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,196 |
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 | $71,457 | $99,957-28.5% | $149,696-52.3% | $73,488-2.8% |
| Participation rate | 95.1% | 75.7%+19.4pp | 82.5%+12.6pp | 70.7%+24.4pp |
| Annual return | 17.23% | 53.87%-36.6pp | 276.60%-259.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,626 | $3,191+13.6% | $4,644-21.9% | $2,270+59.7% |
| Participant deferral / active EE | $7,880 | $6,073+29.8% | $6,842+15.2% | $3,740+110.7% |
| Admin fee / account holder | $344 | $551-37.6% | $9,309-96.3% | $513-33.0% |