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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $109,042 |
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.
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 | $91,705 | $91,517+0.2% | $101,248-9.4% | $73,409+24.9% |
| Participation rate | 96.1% | 73.8%+22.3pp | 75.8%+20.3pp | 72.2%+24.0pp |
| Annual return | 9.31% | 17.17%-7.9pp | 46.47%-37.2pp | 59.29%-50.0pp |
| Employer contribution / active EE | $2,797 | $2,877-2.8% | $3,660-23.6% | $2,234+25.2% |
| Participant deferral / active EE | $5,818 | $3,338+74.3% | $4,370+33.1% | $3,805+52.9% |
| Admin fee / account holder | $349 | $216+61.6% | $5,945-94.1% | $158+121.0% |