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 | $121,760 |
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 | $108,532 | $80,753+34.4% | $136,294-20.4% | $62,292+74.2% |
| Participation rate | 96.2% | 73.5%+22.7pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 19.91% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $3,721 | $2,884+29.0% | $4,695-20.8% | $2,042+82.2% |
| Participant deferral / active EE | $7,049 | $5,164+36.5% | $6,247+12.8% | $3,169+122.4% |
| Admin fee / account holder | $352 | $525-33.1% | $9,243-96.2% | $479-26.6% |