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 | $58,518 |
Filed as: KESTRA FINANCIAL SERVICES Service code 27 · EIN 20-8414144 | Advisory (Plan) | $45,000 |
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 | $149,088 | $55,790+167.2% | $76,817+94.1% | $67,579+120.6% |
| Participation rate | 96.0% | 71.1%+24.9pp | 72.1%+23.9pp | 71.3%+24.7pp |
| Annual return | 21.11% | 64.45%-43.3pp | 1166.11%-1145.0pp | 378.56%-357.4pp |
| Employer contribution / active EE | $6,648 | $1,810+267.2% | $2,302+188.8% | $2,148+209.5% |
| Participant deferral / active EE | $4,514 | $2,875+57.0% | $3,336+35.3% | $3,539+27.6% |
| Admin fee / account holder | $314 | $159+97.1% | $6,420-95.1% | $142+120.5% |