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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $42,361 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,837 | $46,360+42.0% | $147,614-55.4% | $52,331+25.8% |
| Participation rate | 85.7% | 64.9%+20.8pp | 84.6%+1.1pp | 68.1%+17.6pp |
| Annual return | 3.73% | 1.62%+2.1pp | 61.98%-58.2pp | 4.54%-0.8pp |
| Employer contribution / active EE | $8,168 | $2,126+284.1% | $5,564+46.8% | $1,882+334.1% |
| Participant deferral / active EE | $3,636 | $2,258+61.1% | $4,895-25.7% | $3,022+20.3% |
| Admin fee / account holder | $412 | $766-46.2% | $11,611-96.5% | $592-30.4% |