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 Service code 15 · EIN 94-1347393 | Recordkeeping | $68,203 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $30,675 |
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 | $152,381 | $73,102+108.5% | $123,544+23.3% | $56,287+170.7% |
| Participation rate | 96.5% | 74.3%+22.2pp | 82.3%+14.2pp | 69.9%+26.7pp |
| Annual return | 4.26% | 3.01%+1.2pp | 119.20%-114.9pp | -9.96%+14.2pp |
| Employer contribution / active EE | $5,079 | $2,977+70.6% | $4,628+9.7% | $2,111+140.6% |
| Participant deferral / active EE | $8,817 | $5,423+62.6% | $6,426+37.2% | $3,350+163.2% |
| Admin fee / account holder | $356 | $554-35.8% | $9,284-96.2% | $521-31.7% |