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 | $36,256 |
Service code 17 · EIN 58-1989031 | Pension Consulting | $16,457 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,153 | $72,404+59.0% | $110,238+4.5% | $64,186+79.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.19% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,434 | $2,282+94.3% | $3,826+15.9% | $2,381+86.2% |
| Participant deferral / active EE | $7,096 | $3,469+104.6% | $4,672+51.9% | $3,470+104.5% |
| Admin fee / account holder | $312 | $5,664-94.5% | $8,547-96.4% | $4,888-93.6% |