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 | $48,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $283,997 | $64,909+337.5% | $82,313+245.0% | $62,292+355.9% |
| Participation rate | 99.1% | 74.9%+24.3pp | 76.9%+22.3pp | 69.5%+29.6pp |
| Annual return | 18.79% | 21.18%-2.4pp | 25.88%-7.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $5,335 | $1,676+218.3% | $2,428+119.7% | $2,042+161.2% |
| Participant deferral / active EE | $6,920 | $3,103+123.0% | $3,706+86.7% | $3,169+118.4% |
| Admin fee / account holder | $341 | $440-22.5% | $5,608-93.9% | $479-28.9% |