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 Service code 15 · EIN 94-1347393 1525 WEST WT HARRIS BLVD, 3C5 · CHARLOTTE, NC 28288 | Recordkeeping | $66,726 |
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 | $88,172 | $59,186+49.0% | $76,768+14.9% | $56,287+56.6% |
| Participation rate | 98.5% | 75.2%+23.3pp | 77.0%+21.5pp | 69.9%+28.7pp |
| Annual return | -0.34% | 6.62%-7.0pp | 2.43%-2.8pp | -9.96%+9.6pp |
| Employer contribution / active EE | $2,272 | $1,759+29.2% | $2,485-8.6% | $2,111+7.6% |
| Participant deferral / active EE | $4,222 | $3,255+29.7% | $3,852+9.6% | $3,350+26.0% |
| Admin fee / account holder | $427 | $489-12.7% | $6,675-93.6% | $521-18.0% |