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 CLEARING SVCS. Service code 27 · EIN 23-2384840 | Advisory (Plan) | $29,467 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,722 |
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 | $170,742 | $98,750+72.9% | $149,696+14.1% | $79,858+113.8% |
| Participation rate | 89.0% | 75.8%+13.3pp | 82.5%+6.5pp | 69.6%+19.4pp |
| Annual return | 18.64% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,353 | $5,680+29.5% | $6,842+7.5% | $3,740+96.6% |
| Admin fee / account holder | $594 | $6,053-90.2% | $9,309-93.6% | $5,306-88.8% |