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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,987 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $24,381 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,585 | $71,050+62.7% | $93,606+23.5% | $80,856+43.0% |
| Participation rate | 84.2% | 60.4%+23.8pp | 68.7%+15.5pp | 67.6%+16.6pp |
| Annual return | 12.48% | 11.26%+1.2pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,026 | $1,564+29.6% | $2,420-16.3% | $2,755-26.5% |
| Participant deferral / active EE | $5,057 | $4,034+25.4% | $4,411+14.6% | $4,296+17.7% |
| Admin fee / account holder | $516 | $6,945-92.6% | $8,285-93.8% | $6,918-92.5% |