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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,840 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $17,059 |
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 | $85,355 | $78,422+8.8% | $95,952-11.0% | $79,858+6.9% |
| Participation rate | 94.9% | 73.5%+21.5pp | 77.1%+17.9pp | 69.6%+25.3pp |
| Annual return | 14.66% | 19.37%-4.7pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,005 | $1,945+3.1% | $2,541-21.1% | $2,471-18.9% |
| Participant deferral / active EE | $4,287 | $3,440+24.6% | $4,167+2.9% | $3,740+14.6% |
| Admin fee / account holder | $574 | $5,622-89.8% | $6,795-91.5% | $5,306-89.2% |