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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,934 |
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 | $142,866 | $67,411+111.9% | $91,001+57.0% | $70,131+103.7% |
| Participation rate | 91.7% | 71.4%+20.3pp | 75.6%+16.1pp | 69.5%+22.1pp |
| Annual return | 17.40% | -40.16%+57.6pp | 4.60%+12.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,224 | $1,786+24.5% | $2,456-9.4% | $2,342-5.1% |
| Participant deferral / active EE | $3,892 | $2,823+37.9% | $3,547+9.7% | $3,332+16.8% |
| Admin fee / account holder | $519 | $4,236-87.7% | $5,417-90.4% | $4,645-88.8% |