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 | $13,809 |
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 | $255,490 | $59,186+331.7% | $76,768+232.8% | $56,287+353.9% |
| Participation rate | 82.3% | 75.2%+7.1pp | 77.0%+5.4pp | 69.9%+12.5pp |
| Annual return | -4.36% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,873 | $1,759+63.4% | $2,485+15.6% | $2,111+36.1% |
| Participant deferral / active EE | $3,674 | $3,255+12.9% | $3,852-4.6% | $3,350+9.7% |
| Admin fee / account holder | $411 | $489-15.9% | $6,675-93.8% | $521-21.1% |