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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $51,277 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $44,434 |
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 | $135,136 | $58,655+130.4% | $91,989+46.9% | $65,185+107.3% |
| Participation rate | 88.6% | 75.3%+13.3pp | 78.6%+10.0pp | 70.2%+18.4pp |
| Annual return | 20.69% | 33.92%-13.2pp | 69.02%-48.3pp | 29.38%-8.7pp |
| Employer contribution / active EE | $2,393 | $2,080+15.0% | $3,452-30.7% | $2,177+10.0% |
| Participant deferral / active EE | $3,216 | $5,474-41.3% | $5,923-45.7% | $3,514-8.5% |
| Admin fee / account holder | $456 | $434+5.1% | $7,743-94.1% | $847-46.1% |