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 | $24,493 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $24,052 |
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 | $80,139 | $56,629+41.5% | $77,999+2.7% | $55,167+45.3% |
| Participation rate | 97.2% | 73.3%+23.9pp | 75.5%+21.7pp | 69.0%+28.2pp |
| Annual return | -7.28% | 2866.98%-2874.3pp | 425.96%-433.2pp | 169.23%-176.5pp |
| Employer contribution / active EE | $2,165 | $1,723+25.6% | $2,470-12.4% | $1,963+10.3% |
| Participant deferral / active EE | $4,870 | $2,777+75.4% | $3,497+39.3% | $3,054+59.5% |
| Admin fee / account holder | $319 | $467-31.6% | $5,480-94.2% | $504-36.7% |