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 year Filed as: WELLS FARGO ADVISORS Service code 26 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Advisory (Participants) | $12,307 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,883 | $58,879+191.9% | $178,490-3.7% | $73,488+133.9% |
| Participation rate | 86.2% | 66.2%+20.0pp | 81.9%+4.3pp | 70.7%+15.6pp |
| Annual return | 16.85% | 24.86%-8.0pp | 151.07%-134.2pp | 28.51%-11.7pp |
| Employer contribution / active EE | $5,671 | $2,236+153.6% | $5,011+13.2% | $2,270+149.8% |
| Participant deferral / active EE | $4,788 | $2,567+86.5% | $5,202-7.9% | $3,740+28.0% |
| Admin fee / account holder | $406 | $400+1.5% | $13,984-97.1% | $513-20.8% |