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 | $56,915 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,028 | $64,909+71.1% | $82,313+34.9% | $62,292+78.2% |
| Participation rate | 78.6% | 74.9%+3.7pp | 76.9%+1.7pp | 69.5%+9.1pp |
| Annual return | 19.97% | 21.18%-1.2pp | 25.88%-5.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,508 | $1,676-10.1% | $2,428-37.9% | $2,042-26.2% |
| Participant deferral / active EE | $5,224 | $3,103+68.3% | $3,706+41.0% | $3,169+64.8% |
| Admin fee / account holder | $404 | $440-8.2% | $5,608-92.8% | $479-15.8% |