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 9-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 | $149,067 |
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 | $70,657 | $62,267+13.5% | $110,238-35.9% | $55,725+26.8% |
| Participation rate | 98.4% | 78.1%+20.2pp | 79.8%+18.5pp | 70.9%+27.5pp |
| Annual return | -5.73% | -1.07%-4.7pp | 314.74%-320.5pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,616 | $1,941+86.2% | $3,826-5.5% | $2,078+74.0% |
| Participant deferral / active EE | $5,053 | $3,516+43.7% | $4,672+8.2% | $3,356+50.6% |
| Admin fee / account holder | $308 | $121+154.7% | $8,547-96.4% | $115+167.4% |