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.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $81,861 |
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 | $137,191 | $73,102+87.7% | $123,544+11.0% | $56,287+143.7% |
| Participation rate | 85.6% | 74.3%+11.3pp | 82.3%+3.3pp | 69.9%+15.7pp |
| Annual return | -6.49% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,549 | $2,977-14.4% | $4,628-44.9% | $2,111+20.7% |
| Participant deferral / active EE | $4,846 | $5,423-10.6% | $6,426-24.6% | $3,350+44.7% |
| Admin fee / account holder | $632 | $554+14.2% | $9,284-93.2% | $521+21.4% |