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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $51,642 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,756 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $161,749 | $47,977+237.1% | $154,107+5.0% | $56,287+187.4% |
| Participation rate | 90.2% | 66.2%+24.0pp | 83.0%+7.1pp | 69.9%+20.3pp |
| Annual return | -7.26% | 3.54%-10.8pp | 735.12%-742.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $8,186 | $2,169+277.4% | $5,298+54.5% | $2,111+287.8% |
| Participant deferral / active EE | $5,895 | $2,392+146.5% | $5,081+16.0% | $3,350+76.0% |
| Admin fee / account holder | $380 | $438-13.2% | $13,411-97.2% | $521-27.0% |