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 | $30,675 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,426 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,991 |
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 | $173,521 | $52,953+227.7% | $172,739+0.5% | $65,185+166.2% |
| Participation rate | 92.6% | 66.2%+26.4pp | 82.6%+9.9pp | 70.2%+22.4pp |
| Annual return | 22.01% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $3,149 | $2,190+43.8% | $5,143-38.8% | $2,177+44.7% |
| Participant deferral / active EE | $5,960 | $2,471+141.2% | $5,198+14.7% | $3,514+69.6% |
| Admin fee / account holder | $360 | $472-23.8% | $13,954-97.4% | $847-57.6% |