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 ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL · CHARLOTTE, NC 28081 | Advisory (Plan) | $35,471 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,284 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,954 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $99,814 | $73,638+35.5% | $95,952+4.0% | $73,488+35.8% |
| Participation rate | 61.1% | 76.2%-15.1pp | 77.1%-16.0pp | 70.7%-9.6pp |
| Annual return | 13.76% | 16.78%-3.0pp | 91.61%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $952 | $1,863-48.9% | $2,541-62.5% | $2,270-58.1% |
| Participant deferral / active EE | $3,963 | $3,617+9.6% | $4,167-4.9% | $3,740+6.0% |
| Admin fee / account holder | $552 | $482+14.5% | $6,795-91.9% | $513+7.6% |