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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,761 |
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 | $333,810 | $73,638+353.3% | $95,952+247.9% | $73,488+354.2% |
| Participation rate | 92.4% | 76.2%+16.2pp | 77.1%+15.3pp | 70.7%+21.7pp |
| Annual return | 14.51% | 16.78%-2.3pp | 91.61%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $3,949 | $1,863+112.0% | $2,541+55.4% | $2,270+74.0% |
| Participant deferral / active EE | $4,517 | $3,617+24.9% | $4,167+8.4% | $3,740+20.8% |
| Admin fee / account holder | $373 | $482-22.7% | $6,795-94.5% | $513-27.3% |