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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $81,595 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $0 |
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 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 | $51,304 | $47,977+6.9% | $154,107-66.7% | $56,287-8.9% |
| Participation rate | 98.9% | 66.2%+32.8pp | 83.0%+15.9pp | 69.9%+29.1pp |
| Annual return | -5.35% | 3.54%-8.9pp | 735.12%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,755 | $2,169+27.0% | $5,298-48.0% | $2,111+30.5% |
| Participant deferral / active EE | $5,687 | $2,392+137.8% | $5,081+11.9% | $3,350+69.8% |
| Admin fee / account holder | $317 | $438-27.7% | $13,411-97.6% | $521-39.2% |