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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $81,946 |
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 | $166,214 | $70,667+135.2% | $123,104+35.0% | $52,331+217.6% |
| Participation rate | 95.5% | 83.7%+11.8pp | 86.8%+8.8pp | 68.1%+27.4pp |
| Annual return | -0.52% | 6.23%-6.8pp | 13.22%-13.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $9,888 | $2,946+235.7% | $5,151+92.0% | $1,882+425.5% |
| Participant deferral / active EE | $5,578 | $4,493+24.2% | $6,230-10.5% | $3,022+84.6% |
| Admin fee / account holder | $331 | $506-34.7% | $9,015-96.3% | $592-44.1% |