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 | $145,952 |
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 | $145,091 | $63,114+129.9% | $92,893+56.2% | $65,185+122.6% |
| Participation rate | 90.7% | 68.8%+21.9pp | 76.0%+14.7pp | 70.2%+20.5pp |
| Annual return | 21.99% | 28.75%-6.8pp | 109.41%-87.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $6,134 | $2,571+138.6% | $3,653+67.9% | $2,177+181.8% |
| Participant deferral / active EE | $10,620 | $3,108+241.7% | $4,236+150.7% | $3,514+202.2% |
| Admin fee / account holder | $393 | $624-36.9% | $5,794-93.2% | $847-53.5% |