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.2+ years Service code 15 · EIN 94-1347393 1525 WEST WT HARRIS BLVD, 3C5 · CHARLOTTE, NC 28288 | Recordkeeping | $67,324 |
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.
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 | $78,615 | $60,165+30.7% | $74,183+6.0% | $55,167+42.5% |
| Participation rate | 94.6% | 74.2%+20.4pp | 76.6%+18.0pp | 69.0%+25.6pp |
| Annual return | 5.26% | 10.00%-4.7pp | 17.74%-12.5pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,604 | $1,600+0.3% | $2,370-32.3% | $1,963-18.3% |
| Participant deferral / active EE | $3,208 | $2,973+7.9% | $3,550-9.6% | $3,054+5.0% |
| Admin fee / account holder | $416 | $419-0.9% | $5,586-92.6% | $504-17.5% |