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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,492 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,120 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 26 · EIN 48-1305000 | Advisory (Participants) | $7,500 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,500 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,506 | $73,360+47.9% | $177,989-39.0% | $74,495+45.7% |
| Participation rate | 69.6% | 66.6%+3.0pp | 77.1%-7.5pp | 67.2%+2.4pp |
| Annual return | 15.37% | 17.49%-2.1pp | 294.48%-279.1pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $4,396 | $2,216+98.3% | $3,949+11.3% | $2,623+67.6% |
| Participant deferral / active EE | $9,858 | $4,513+118.4% | $6,276+57.1% | $4,346+126.8% |
| Admin fee / account holder | $345 | $1,808-80.9% | $10,363-96.7% | $1,942-82.2% |