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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $64,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,480 | $58,828+98.0% | $77,999+49.3% | $62,891+85.2% |
| Participation rate | 92.9% | 71.1%+21.8pp | 75.5%+17.3pp | 69.3%+23.6pp |
| Annual return | 7.45% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,414 | $1,672+44.4% | $2,470-2.3% | $2,281+5.8% |
| Participant deferral / active EE | $4,229 | $2,686+57.5% | $3,497+20.9% | $3,203+32.0% |
| Admin fee / account holder | $528 | $4,393-88.0% | $5,480-90.4% | $4,296-87.7% |