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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $63,121 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $46,544 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $371,116 | $76,000+388.3% | $154,107+140.8% | $64,186+478.2% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.4pp | 69.6%+23.9pp |
| Annual return | -3.11% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $25,706 | $3,351+667.2% | $5,298+385.3% | $2,381+979.7% |
| Participant deferral / active EE | $14,155 | $3,175+345.8% | $5,081+178.6% | $3,470+308.0% |
| Admin fee / account holder | $847 | $5,596-84.9% | $13,411-93.7% | $4,888-82.7% |