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 | $88,511 |
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 | $162,870 | $70,002+132.7% | $115,037+41.6% | $52,331+211.2% |
| Participation rate | 98.1% | 72.1%+26.0pp | 81.4%+16.7pp | 68.1%+30.0pp |
| Annual return | 1.58% | 4.04%-2.5pp | 26.14%-24.6pp | 4.54%-3.0pp |
| Employer contribution / active EE | $9,312 | $2,715+243.0% | $4,608+102.1% | $1,882+394.9% |
| Participant deferral / active EE | $9,304 | $4,920+89.1% | $6,026+54.4% | $3,022+207.9% |
| Admin fee / account holder | $307 | $566-45.7% | $8,175-96.2% | $592-48.1% |