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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $7,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,974 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $538,898 | $91,190+491.0% | $178,490+201.9% | $79,858+574.8% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.3pp | 69.6%+24.6pp |
| Annual return | 20.03% | 24.19%-4.2pp | 151.07%-131.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $31,937 | $3,256+880.9% | $5,011+537.4% | $2,471+1192.6% |
| Participant deferral / active EE | $16,230 | $3,236+401.5% | $5,202+212.0% | $3,740+333.9% |
| Admin fee / account holder | $417 | $6,751-93.8% | $13,984-97.0% | $5,306-92.1% |