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 | $58,275 |
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).
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 | $311,817 | $65,376+377.0% | $87,100+258.0% | $65,185+378.4% |
| Participation rate | 77.4% | 75.3%+2.1pp | 76.9%+0.6pp | 70.2%+7.2pp |
| Annual return | 22.49% | 31.27%-8.8pp | 28.19%-5.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $3,145 | $1,822+72.6% | $2,521+24.7% | $2,177+44.5% |
| Participant deferral / active EE | $3,781 | $3,388+11.6% | $4,049-6.6% | $3,514+7.6% |
| Admin fee / account holder | $369 | $520-29.0% | $7,497-95.1% | $847-56.4% |