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 9-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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $71,819 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $258,675 | $80,753+220.3% | $136,294+89.8% | $62,292+315.3% |
| Participation rate | 97.0% | 73.5%+23.4pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 10.23% | 35.83%-25.6pp | 5155.94%-5145.7pp | 28.90%-18.7pp |
| Employer contribution / active EE | $8,557 | $2,884+196.7% | $4,695+82.2% | $2,042+319.0% |
| Participant deferral / active EE | $8,230 | $5,164+59.4% | $6,247+31.7% | $3,169+159.7% |
| Admin fee / account holder | $334 | $525-36.4% | $9,243-96.4% | $479-30.3% |