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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $23,045 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 86-0292099 | Advisory (Plan) | $6,896 |
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 | $62,539 | $39,162+59.7% | $100,671-37.9% | $59,632+4.9% |
| Participation rate | 92.9% | 55.9%+37.1pp | 70.7%+22.2pp | 68.7%+24.3pp |
| Annual return | 3.52% | 21.07%-17.5pp | 20.43%-16.9pp | 2041.28%-2037.8pp |
| Employer contribution / active EE | $1,611 | $1,151+40.0% | $4,012-59.8% | $2,203-26.8% |
| Participant deferral / active EE | $6,249 | $1,992+213.7% | $3,144+98.8% | $3,192+95.8% |
| Admin fee / account holder | $309 | $2,969-89.6% | $4,850-93.6% | $4,297-92.8% |