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 | $61,209 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,617 | $72,177+144.7% | $115,037+53.5% | $59,632+196.2% |
| Participation rate | 95.1% | 72.6%+22.5pp | 81.4%+13.7pp | 68.7%+26.4pp |
| Annual return | -0.38% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $4,947 | $2,841+74.1% | $4,608+7.4% | $2,203+124.6% |
| Participant deferral / active EE | $7,638 | $4,783+59.7% | $6,026+26.7% | $3,192+139.3% |
| Admin fee / account holder | $589 | $4,927-88.1% | $8,175-92.8% | $4,297-86.3% |