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 | $33,240 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,518 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,500 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 26 · EIN 48-1305000 | Advisory (Participants) | $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 | $119,372 | $81,625+46.2% | $167,512-28.7% | $74,304+60.7% |
| Participation rate | 68.0% | 60.0%+7.9pp | 77.1%-9.1pp | 60.3%+7.6pp |
| Annual return | 23.58% | 26.09%-2.5pp | 1615.79%-1592.2pp | 29.43%-5.8pp |
| Employer contribution / active EE | $4,179 | $2,010+107.9% | $3,882+7.7% | $2,241+86.5% |
| Participant deferral / active EE | $9,638 | $4,115+134.2% | $6,405+50.5% | $3,767+155.8% |
| Admin fee / account holder | $396 | $3,474-88.6% | $9,769-95.9% | $2,969-86.7% |