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 18 · EIN 94-1347393 | Custodial (other than securities) | $105,443 |
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 | $185,543 | $64,909+185.8% | $82,313+125.4% | $62,292+197.9% |
| Participation rate | 96.9% | 74.9%+22.0pp | 76.9%+20.0pp | 69.5%+27.4pp |
| Annual return | 10.62% | 21.18%-10.6pp | 25.88%-15.3pp | 28.90%-18.3pp |
| Employer contribution / active EE | $3,388 | $1,676+102.1% | $2,428+39.5% | $2,042+65.9% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $525 | $440+19.3% | $5,608-90.6% | $479+9.4% |