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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $114,598 |
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 | $118,639 | $88,122+34.6% | $141,162-16.0% | $67,579+75.6% |
| Participation rate | 89.4% | 76.5%+13.0pp | 82.5%+6.9pp | 71.3%+18.1pp |
| Annual return | 26.17% | 75.40%-49.2pp | 71.39%-45.2pp | 378.56%-352.4pp |
| Employer contribution / active EE | $2,391 | $3,224-25.8% | $4,735-49.5% | $2,148+11.3% |
| Participant deferral / active EE | $6,594 | $5,958+10.7% | $6,709-1.7% | $3,539+86.3% |
| Admin fee / account holder | $326 | $131+149.0% | $10,261-96.8% | $142+129.1% |