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 year Service code 15 · EIN 94-1347393 | Recordkeeping | $28,051 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Other investment fees and expenses; S... | $15,045 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,513 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $62,504 | $73,638-15.1% | $95,952-34.9% | $73,488-14.9% |
| Participation rate | 74.8% | 76.2%-1.4pp | 77.1%-2.3pp | 70.7%+4.1pp |
| Annual return | 31.17% | 16.78%+14.4pp | 91.61%-60.4pp | 28.51%+2.7pp |
| Employer contribution / active EE | $5,334 | $1,863+186.3% | $2,541+109.9% | $2,270+134.9% |
| Participant deferral / active EE | $2,352 | $3,617-35.0% | $4,167-43.5% | $3,740-37.1% |
| Admin fee / account holder | $476 | $482-1.2% | $6,795-93.0% | $513-7.1% |