See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $8,954 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,133 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,172 | $85,202-15.3% | $172,739-58.2% | $72,985-1.1% |
| Participation rate | 86.2% | 70.1%+16.1pp | 82.6%+3.6pp | 69.5%+16.7pp |
| Annual return | 21.43% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,963 | $3,324-41.0% | $5,143-61.8% | $2,440-19.6% |
| Participant deferral / active EE | $3,828 | $3,260+17.4% | $5,198-26.3% | $3,607+6.1% |
| Admin fee / account holder | $985 | $5,884-83.3% | $13,954-92.9% | $5,124-80.8% |