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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,868 |
WELL AND GOOD LLC4 years Filed as: WELL FARGO ADVISORS Service code 27 | Advisory (Plan) | $18,562 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 56-0898180 | Advisory (Plan) | $0 |
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 | $81,123 | $86,332-6.0% | $125,175-35.2% | $65,185+24.5% |
| Participation rate | 71.5% | 75.3%-3.8pp | 79.8%-8.3pp | 70.2%+1.3pp |
| Annual return | 24.83% | 27.43%-2.6pp | 43.79%-19.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $1,453 | $2,040-28.8% | $3,865-62.4% | $2,177-33.2% |
| Participant deferral / active EE | $2,860 | $3,537-19.2% | $4,937-42.1% | $3,514-18.6% |
| Admin fee / account holder | $479 | $609-21.4% | $9,702-95.1% | $847-43.5% |