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 Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,000 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $25,823 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 47-0746749 | Accounting | $15,900 |
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 | $138,721 | $89,739+54.6% | $149,718-7.3% | $62,292+122.7% |
| Participation rate | 98.1% | 85.1%+13.0pp | 87.1%+11.0pp | 69.5%+28.6pp |
| Annual return | 17.99% | 21.01%-3.0pp | 1501.63%-1483.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $8,409 | $3,233+160.1% | $5,445+54.4% | $2,042+311.8% |
| Participant deferral / active EE | $7,575 | $4,797+57.9% | $6,569+15.3% | $3,169+139.0% |
| Admin fee / account holder | $556 | $551+0.8% | $11,283-95.1% | $479+15.9% |