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 | $133,042 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,547 | $62,267+104.8% | $110,238+15.7% | $55,725+128.9% |
| Participation rate | 99.3% | 78.1%+21.2pp | 79.8%+19.5pp | 70.9%+28.5pp |
| Annual return | -3.59% | -1.07%-2.5pp | 314.74%-318.3pp | 244.93%-248.5pp |
| Employer contribution / active EE | $2,568 | $1,941+32.3% | $3,826-32.9% | $2,078+23.5% |
| Participant deferral / active EE | $3,267 | $3,516-7.1% | $4,672-30.1% | $3,356-2.6% |
| Admin fee / account holder | $368 | $121+204.1% | $8,547-95.7% | $115+219.2% |