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 | $74,254 |
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 | $114,597 | $89,652+27.8% | $141,162-18.8% | $65,185+75.8% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.5%+15.7pp | 70.2%+28.0pp |
| Annual return | 19.20% | 32.79%-13.6pp | 71.39%-52.2pp | 29.38%-10.2pp |
| Employer contribution / active EE | $5,447 | $3,065+77.7% | $4,735+15.0% | $2,177+150.3% |
| Participant deferral / active EE | $8,413 | $5,691+47.8% | $6,709+25.4% | $3,514+139.4% |
| Admin fee / account holder | $406 | $569-28.6% | $10,261-96.0% | $847-52.1% |