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.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $69,708 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,542 | $65,908+11.6% | $81,812-10.1% | $77,643-5.3% |
| Participation rate | 98.0% | 65.8%+32.2pp | 72.3%+25.7pp | 70.6%+27.5pp |
| Annual return | 13.54% | 26.64%-13.1pp | 773.79%-760.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $4,116 | $2,370+73.7% | $2,912+41.3% | $2,726+51.0% |
| Participant deferral / active EE | $5,617 | $3,505+60.2% | $4,319+30.1% | $4,647+20.9% |
| Admin fee / account holder | $336 | $526-36.1% | $7,386-95.4% | $430-21.9% |