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.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $34,806 |
401(K) ADVISORS INC3 years Filed as: WF ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,239 | $52,953+36.4% | $172,739-58.2% | $65,185+10.8% |
| Participation rate | 82.6% | 66.2%+16.4pp | 82.6%-0.1pp | 70.2%+12.4pp |
| Annual return | 15.50% | 30.12%-14.6pp | 802.84%-787.3pp | 29.38%-13.9pp |
| Employer contribution / active EE | $5,681 | $2,190+159.5% | $5,143+10.5% | $2,177+161.0% |
| Participant deferral / active EE | $4,187 | $2,471+69.5% | $5,198-19.4% | $3,514+19.2% |
| Admin fee / account holder | $323 | $472-31.5% | $13,954-97.7% | $847-61.8% |