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 | $46,217 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,000 |
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 | $453,745 | $85,202+432.6% | $172,739+162.7% | $72,985+521.7% |
| Participation rate | 96.6% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.1pp |
| Annual return | 20.72% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $20,304 | $3,324+510.8% | $5,143+294.8% | $2,440+732.2% |
| Participant deferral / active EE | $15,879 | $3,260+387.1% | $5,198+205.5% | $3,607+340.2% |
| Admin fee / account holder | $593 | $5,884-89.9% | $13,954-95.7% | $5,124-88.4% |