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 year Service code 15 · EIN 94-1347393 | Recordkeeping | $94,300 |
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 | $180,475 | $99,957+80.6% | $149,696+20.6% | $73,488+145.6% |
| Participation rate | 94.6% | 75.7%+18.9pp | 82.5%+12.1pp | 70.7%+23.9pp |
| Annual return | 25.83% | 53.87%-28.0pp | 276.60%-250.8pp | 28.51%-2.7pp |
| Employer contribution / active EE | $2,990 | $3,191-6.3% | $4,644-35.6% | $2,270+31.7% |
| Participant deferral / active EE | $6,269 | $6,073+3.2% | $6,842-8.4% | $3,740+67.6% |
| Admin fee / account holder | $625 | $551+13.4% | $9,309-93.3% | $513+21.7% |