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 | $34,069 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $32,652 |
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 | $109,461 | $46,732+134.2% | $156,549-30.1% | $55,167+98.4% |
| Participation rate | 96.2% | 65.8%+30.4pp | 84.0%+12.2pp | 69.0%+27.2pp |
| Annual return | 6.49% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $4,038 | $2,105+91.8% | $5,501-26.6% | $1,963+105.8% |
| Participant deferral / active EE | $4,832 | $2,204+119.2% | $4,871-0.8% | $3,054+58.2% |
| Admin fee / account holder | $360 | $418-13.9% | $13,027-97.2% | $504-28.5% |