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.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $43,621 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $25,840 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,164 | $58,879+87.1% | $178,490-38.3% | $73,488+49.9% |
| Participation rate | 86.1% | 66.2%+19.9pp | 81.9%+4.2pp | 70.7%+15.5pp |
| Annual return | 31.32% | 24.86%+6.5pp | 151.07%-119.8pp | 28.51%+2.8pp |
| Employer contribution / active EE | $7,140 | $2,236+219.3% | $5,011+42.5% | $2,270+214.5% |
| Participant deferral / active EE | $4,620 | $2,567+80.0% | $5,202-11.2% | $3,740+23.6% |
| Admin fee / account holder | $431 | $400+7.8% | $13,984-96.9% | $513-15.9% |