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 Service code 15 · EIN 94-1347393 1525 WEST WT HARRIS BLVD, 3C5 · CHARLOTTE, NC 28288 | Recordkeeping | $72,302 |
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 | $88,350 | $64,909+36.1% | $82,313+7.3% | $62,292+41.8% |
| Participation rate | 95.1% | 74.9%+20.2pp | 76.9%+18.2pp | 69.5%+25.6pp |
| Annual return | 10.21% | 21.18%-11.0pp | 25.88%-15.7pp | 28.90%-18.7pp |
| Employer contribution / active EE | $2,058 | $1,676+22.8% | $2,428-15.3% | $2,042+0.8% |
| Participant deferral / active EE | $3,489 | $3,103+12.4% | $3,706-5.8% | $3,169+10.1% |
| Admin fee / account holder | $457 | $440+3.9% | $5,608-91.9% | $479-4.7% |