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.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 56-0276690 | Advisory (Plan) | $36,713 |
LEVITZACKS3+ years Service code 10 · EIN 95-3159181 | Accounting | $12,958 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,984 |
Filed as: CBIZ Service code 10 · EIN 31-1582098 | Accounting | $200 |
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 | $113,724 | $59,186+92.1% | $76,768+48.1% | $56,287+102.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 5.79% | 6.62%-0.8pp | 2.43%+3.4pp | -9.96%+15.8pp |
| Employer contribution / active EE | $4,972 | $1,759+182.7% | $2,485+100.1% | $2,111+135.5% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $540 | $489+10.5% | $6,675-91.9% | $521+3.7% |