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 | $69,894 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,284 | $54,320+103.0% | $67,652+63.0% | $52,331+110.7% |
| Participation rate | 70.0% | 73.6%-3.6pp | 75.7%-5.7pp | 68.1%+1.9pp |
| Annual return | 0.11% | 6.81%-6.7pp | 6625.04%-6624.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,380 | $1,544-10.6% | $2,266-39.1% | $1,882-26.7% |
| Participant deferral / active EE | $5,091 | $2,950+72.6% | $3,560+43.0% | $3,022+68.5% |
| Admin fee / account holder | $637 | $527+20.9% | $4,821-86.8% | $592+7.6% |