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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,542 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS - JAMES RATCHF Service code 26 · EIN 34-1542819 | Advisory (Participants) | $42,152 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $31,156 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,787 | $79,428+180.5% | $106,548+109.1% | $79,386+180.6% |
| Participation rate | 98.3% | 74.1%+24.1pp | 76.1%+22.1pp | 70.7%+27.6pp |
| Annual return | 9.87% | 18.27%-8.4pp | 26.80%-16.9pp | 116.85%-107.0pp |
| Employer contribution / active EE | $25,696 | $2,234+1050.2% | $2,819+811.6% | $2,427+958.6% |
| Participant deferral / active EE | $4,844 | $3,823+26.7% | $4,398+10.1% | $4,046+19.7% |
| Admin fee / account holder | $534 | $523+2.2% | $7,407-92.8% | $626-14.7% |