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.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 56-0276690 | Advisory (Plan) | $37,276 |
LEVITZACKS2+ years Service code 10 · EIN 95-3159181 | Accounting | $12,862 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $225 |
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 | $102,778 | $64,909+58.3% | $82,313+24.9% | $62,292+65.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.79% | 21.18%-14.4pp | 25.88%-19.1pp | 28.90%-22.1pp |
| Employer contribution / active EE | $5,117 | $1,676+205.3% | $2,428+110.7% | $2,042+150.6% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $612 | $440+39.1% | $5,608-89.1% | $479+27.6% |