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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $112,331 |
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 | $181,290 | $78,419+131.2% | $133,956+35.3% | $73,409+147.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 14.46% | 33.35%-18.9pp | 45.09%-30.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $5,026 | $2,044+145.9% | $3,919+28.3% | $2,234+125.0% |
| Participant deferral / active EE | $4,213 | $3,925+7.3% | $5,048-16.5% | $3,805+10.7% |
| Admin fee / account holder | $319 | $161+97.9% | $8,927-96.4% | $158+102.2% |