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 8-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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $57,445 |
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 | $52,536 | $43,504+20.8% | $68,793-23.6% | $56,287-6.7% |
| Participation rate | 84.1% | 67.8%+16.2pp | 72.2%+11.9pp | 69.9%+14.2pp |
| Annual return | -4.21% | -3.15%-1.1pp | -4.63%+0.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,760 | $1,525+81.0% | $2,625+5.1% | $2,111+30.7% |
| Participant deferral / active EE | $2,907 | $2,509+15.9% | $3,311-12.2% | $3,350-13.2% |
| Admin fee / account holder | $312 | $515-39.4% | $5,131-93.9% | $521-40.1% |