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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 |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $10,376 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $5,199 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,952 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,997 | $73,867+11.0% | $143,757-43.0% | $68,494+19.7% |
| Participation rate | 69.7% | 66.7%+3.0pp | 80.3%-10.6pp | 67.9%+1.8pp |
| Annual return | -17.80% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,839 | $3,184-42.3% | $4,951-62.9% | $2,596-29.2% |
| Participant deferral / active EE | $5,058 | $3,384+49.5% | $5,637-10.3% | $4,027+25.6% |
| Admin fee / account holder | $9,178 | $5,755+59.5% | $14,673-37.4% | $5,403+69.9% |