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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $49,962 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $39,043 |
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 | $163,606 | $66,310+146.7% | $93,606+74.8% | $65,185+151.0% |
| Participation rate | 99.1% | 74.0%+25.1pp | 75.8%+23.3pp | 70.2%+28.9pp |
| Annual return | 18.34% | 42.58%-24.2pp | 32.76%-14.4pp | 29.38%-11.0pp |
| Employer contribution / active EE | $7,216 | $2,012+258.6% | $2,718+165.5% | $2,177+231.5% |
| Participant deferral / active EE | $4,244 | $3,342+27.0% | $4,069+4.3% | $3,514+20.8% |
| Admin fee / account holder | $601 | $6,897-91.3% | $7,888-92.4% | $847-29.0% |