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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,181 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 42-0127290 | Advisory (Plan) | $14,336 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,406 | $63,114-17.0% | $92,893-43.6% | $65,185-19.6% |
| Participation rate | 84.4% | 68.8%+15.6pp | 76.0%+8.4pp | 70.2%+14.2pp |
| Annual return | 19.72% | 28.75%-9.0pp | 109.41%-89.7pp | 29.38%-9.7pp |
| Employer contribution / active EE | $44 | $2,571-98.3% | $3,653-98.8% | $2,177-98.0% |
| Participant deferral / active EE | $7,828 | $3,108+151.8% | $4,236+84.8% | $3,514+122.8% |
| Admin fee / account holder | $303 | $624-51.4% | $5,794-94.8% | $847-64.3% |