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.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 56-0276690 | Advisory (Plan) | $39,602 |
LEVITZACKS1+ years Service code 10 · EIN 95-3159181 | Accounting | $12,226 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $148 |
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 | $106,334 | $60,165+76.7% | $74,183+43.3% | $55,167+92.7% |
| Participation rate | 96.7% | 74.2%+22.6pp | 76.6%+20.1pp | 69.0%+27.7pp |
| Annual return | -0.89% | 10.00%-10.9pp | 17.74%-18.6pp | 169.23%-170.1pp |
| Employer contribution / active EE | $4,886 | $1,600+205.4% | $2,370+106.1% | $1,963+148.9% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $606 | $419+44.6% | $5,586-89.1% | $504+20.3% |