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 9-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 | $23,219 |
401(K) ADVISORS INC1 year Filed as: WF ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,205 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,049 | $84,233+21.2% | $170,442-40.1% | $70,131+45.5% |
| Participation rate | 91.8% | 70.8%+21.0pp | 83.6%+8.2pp | 69.5%+22.3pp |
| Annual return | 10.45% | 23.06%-12.6pp | 205.93%-195.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $7,786 | $3,387+129.9% | $5,433+43.3% | $2,342+232.4% |
| Participant deferral / active EE | $4,148 | $3,086+34.4% | $4,939-16.0% | $3,332+24.5% |
| Admin fee / account holder | $347 | $5,698-93.9% | $13,880-97.5% | $4,645-92.5% |