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 Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $44,632 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,315 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,533 | $73,638+93.6% | $95,952+48.5% | $73,488+94.0% |
| Participation rate | 94.6% | 76.2%+18.4pp | 77.1%+17.5pp | 70.7%+23.9pp |
| Annual return | 17.02% | 16.78%+0.2pp | 91.61%-74.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $4,263 | $1,863+128.8% | $2,541+67.8% | $2,270+87.8% |
| Participant deferral / active EE | $3,162 | $3,617-12.6% | $4,167-24.1% | $3,740-15.4% |
| Admin fee / account holder | $312 | $482-35.3% | $6,795-95.4% | $513-39.2% |