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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,001 |
Participant 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.)
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 | $137,395 | $98,982+38.8% | $162,163-15.3% | $65,185+110.8% |
| Participation rate | 85.2% | 85.8%-0.5pp | 87.6%-2.3pp | 70.2%+15.0pp |
| Annual return | 18.12% | 24.84%-6.7pp | 115.59%-97.5pp | 29.38%-11.3pp |
| Employer contribution / active EE | $7,037 | $3,467+103.0% | $5,614+25.4% | $2,177+223.3% |
| Participant deferral / active EE | $2,474 | $5,384-54.1% | $7,298-66.1% | $3,514-29.6% |
| Admin fee / account holder | $380 | $596-36.3% | $10,843-96.5% | $847-55.2% |