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 year Filed as: WELLS FARGO BANK N A Service code 15 · EIN 94-1347393 | Recordkeeping | $48,876 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $134,084 | $64,909+106.6% | $82,313+62.9% | $62,292+115.2% |
| Participation rate | 71.2% | 74.9%-3.6pp | 76.9%-5.7pp | 69.5%+1.7pp |
| Annual return | 11.01% | 21.18%-10.2pp | 25.88%-14.9pp | 28.90%-17.9pp |
| Employer contribution / active EE | $2,186 | $1,676+30.4% | $2,428-10.0% | $2,042+7.0% |
| Participant deferral / active EE | $4,847 | $3,103+56.2% | $3,706+30.8% | $3,169+53.0% |
| Admin fee / account holder | $348 | $440-20.9% | $5,608-93.8% | $479-27.4% |