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.2+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $27,508 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $11,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,554 | $58,726+25.2% | $92,233-20.3% | $62,292+18.1% |
| Participation rate | 77.1% | 68.3%+8.8pp | 76.5%+0.6pp | 69.5%+7.6pp |
| Annual return | 21.66% | 43.62%-22.0pp | 176.28%-154.6pp | 28.90%-7.2pp |
| Employer contribution / active EE | $2,362 | $2,392-1.2% | $3,679-35.8% | $2,042+15.7% |
| Participant deferral / active EE | $5,567 | $2,766+101.3% | $3,897+42.9% | $3,169+75.7% |
| Admin fee / account holder | $327 | $556-41.3% | $5,194-93.7% | $479-31.9% |