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 | Recordkeeping | $46,483 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $36,694 |
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 | $138,217 | $58,083+138.0% | $80,019+72.7% | $56,287+145.6% |
| Participation rate | 98.1% | 73.6%+24.5pp | 75.8%+22.3pp | 69.9%+28.3pp |
| Annual return | -5.10% | 34.61%-39.7pp | 11.22%-16.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $6,419 | $1,932+232.3% | $2,468+160.1% | $2,111+204.1% |
| Participant deferral / active EE | $4,093 | $3,135+30.6% | $3,686+11.1% | $3,350+22.2% |
| Admin fee / account holder | $574 | $623-7.9% | $6,521-91.2% | $521+10.1% |