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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $112,782 |
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 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 | $142,454 | $71,666+98.8% | $117,854+20.9% | $69,631+104.6% |
| Participation rate | 99.0% | 77.5%+21.4pp | 79.7%+19.3pp | 70.7%+28.3pp |
| Annual return | 13.89% | 18.86%-5.0pp | 335.08%-321.2pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $3,741 | $1,889+98.1% | $3,786-1.2% | $2,032+84.1% |
| Participant deferral / active EE | $2,945 | $3,340-11.8% | $4,482-34.3% | $3,224-8.7% |
| Admin fee / account holder | $366 | $120+204.0% | $8,020-95.4% | $110+231.2% |