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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,336 |
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 | $241,318 | $85,766+181.4% | $136,294+77.1% | $70,131+244.1% |
| Participation rate | 93.4% | 74.2%+19.3pp | 81.9%+11.5pp | 69.5%+23.9pp |
| Annual return | 17.15% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $3,797 | $2,966+28.0% | $4,695-19.1% | $2,342+62.1% |
| Participant deferral / active EE | $7,361 | $5,051+45.7% | $6,247+17.8% | $3,332+120.9% |
| Admin fee / account holder | $712 | $5,420-86.9% | $9,243-92.3% | $4,645-84.7% |