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.1 year Filed as: WELLS FARGO ADVISORS - JAMES RATCHF Service code 26 · EIN 34-1542819 | Advisory (Participants) | $42,323 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,709 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,904 |
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 | $184,796 | $70,908+160.6% | $98,907+86.8% | $73,488+151.5% |
| Participation rate | 98.3% | 73.8%+24.5pp | 76.0%+22.3pp | 70.7%+27.6pp |
| Annual return | 13.58% | 34.17%-20.6pp | 196.43%-182.8pp | 28.51%-14.9pp |
| Employer contribution / active EE | $5,277 | $2,036+159.2% | $2,689+96.3% | $2,270+132.5% |
| Participant deferral / active EE | $4,343 | $3,500+24.1% | $4,244+2.3% | $3,740+16.1% |
| Admin fee / account holder | $632 | $535+18.2% | $6,642-90.5% | $513+23.3% |