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 | $116,764 |
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 | $189,546 | $80,753+134.7% | $136,294+39.1% | $62,292+204.3% |
| Participation rate | 99.2% | 73.5%+25.6pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | 16.59% | 35.83%-19.2pp | 5155.94%-5139.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $9,892 | $2,884+243.0% | $4,695+110.7% | $2,042+384.4% |
| Participant deferral / active EE | $9,954 | $5,164+92.7% | $6,247+59.3% | $3,169+214.1% |
| Admin fee / account holder | $345 | $525-34.3% | $9,243-96.3% | $479-27.9% |