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 | $19,109 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 17 · EIN 34-1542819 | Pension Consulting | $14,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,832 | $55,214+39.2% | $104,607-26.6% | $73,488+4.6% |
| Participation rate | 39.7% | 67.8%-28.1pp | 74.1%-34.4pp | 70.7%-31.0pp |
| Annual return | 12.27% | 24.79%-12.5pp | 340.46%-328.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $683 | $1,468-53.5% | $2,681-74.5% | $2,270-69.9% |
| Participant deferral / active EE | $1,806 | $2,925-38.2% | $3,740-51.7% | $3,740-51.7% |
| Admin fee / account holder | $430 | $424+1.6% | $6,473-93.4% | $513-16.1% |