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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $59,110 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $30,000 |
Employer 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 | $155,609 | $80,753+92.7% | $136,294+14.2% | $62,292+149.8% |
| Participation rate | 96.6% | 73.5%+23.0pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 14.63% | 35.83%-21.2pp | 5155.94%-5141.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | -$3,322 | $2,884-215.2% | $4,695-170.8% | $2,042-262.7% |
| Participant deferral / active EE | $10,090 | $5,164+95.4% | $6,247+61.5% | $3,169+218.4% |
| Admin fee / account holder | $366 | $525-30.3% | $9,243-96.0% | $479-23.6% |