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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $23,636 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $15,537 |
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 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 | $47,732 | $46,072+3.6% | $70,014-31.8% | $55,167-13.5% |
| Participation rate | 50.9% | 67.5%-16.5pp | 71.8%-20.9pp | 69.0%-18.0pp |
| Annual return | 5.57% | 8.68%-3.1pp | 12.99%-7.4pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,021 | $1,500-31.9% | $2,338-56.3% | $1,963-48.0% |
| Participant deferral / active EE | $2,039 | $2,344-13.0% | $2,931-30.4% | $3,054-33.2% |
| Admin fee / account holder | $563 | $428+31.6% | $4,380-87.2% | $504+11.6% |