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 | $41,590 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,870 | $155,795-51.3% | $136,294-44.3% | $69,631+9.0% |
| Participation rate | 97.3% | 75.2%+22.0pp | 81.9%+15.4pp | 70.7%+26.6pp |
| Annual return | 19.36% | 232464.33%-232445.0pp | 5155.94%-5136.6pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $2,112 | $2,991-29.4% | $4,695-55.0% | $2,032+3.9% |
| Participant deferral / active EE | $7,001 | $5,394+29.8% | $6,247+12.1% | $3,224+117.2% |
| Admin fee / account holder | $313 | $128+144.1% | $9,243-96.6% | $110+183.5% |