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 | $69,871 |
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 | $72,363 | $58,726+23.2% | $92,233-21.5% | $62,292+16.2% |
| Participation rate | 94.6% | 68.3%+26.3pp | 76.5%+18.1pp | 69.5%+25.1pp |
| Annual return | 14.84% | 43.62%-28.8pp | 176.28%-161.4pp | 28.90%-14.1pp |
| Employer contribution / active EE | $5,858 | $2,392+144.9% | $3,679+59.2% | $2,042+186.9% |
| Participant deferral / active EE | $4,705 | $2,766+70.1% | $3,897+20.8% | $3,169+48.5% |
| Admin fee / account holder | $306 | $556-44.9% | $5,194-94.1% | $479-36.1% |