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 Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $54,600 |
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 | $200,129 | $61,616+224.8% | $105,722+89.3% | $55,167+262.8% |
| Participation rate | 99.4% | 72.9%+26.4pp | 78.9%+20.5pp | 69.0%+30.4pp |
| Annual return | 8.53% | 11.15%-2.6pp | 12.25%-3.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,796 | $3,043-8.1% | $4,079-31.4% | $1,963+42.5% |
| Participant deferral / active EE | $4,511 | $4,213+7.1% | $5,326-15.3% | $3,054+47.7% |
| Admin fee / account holder | $378 | $379-0.2% | $8,308-95.5% | $504-25.1% |