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 | $66,495 |
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 | $94,380 | $73,102+29.1% | $123,544-23.6% | $56,287+67.7% |
| Participation rate | 97.5% | 74.3%+23.2pp | 82.3%+15.2pp | 69.9%+27.6pp |
| Annual return | 13.71% | 3.01%+10.7pp | 119.20%-105.5pp | -9.96%+23.7pp |
| Employer contribution / active EE | $5,171 | $2,977+73.7% | $4,628+11.7% | $2,111+145.0% |
| Participant deferral / active EE | $5,821 | $5,423+7.3% | $6,426-9.4% | $3,350+73.8% |
| Admin fee / account holder | $412 | $554-25.6% | $9,284-95.6% | $521-21.0% |