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.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $21,095 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,824 | $88,083+34.9% | $164,813-27.9% | $74,495+59.5% |
| Participation rate | 72.3% | 73.0%-0.8pp | 78.6%-6.3pp | 67.2%+5.1pp |
| Annual return | 13.61% | 17.26%-3.7pp | 69.93%-56.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,196 | $2,593-53.9% | $4,341-72.5% | $2,623-54.4% |
| Participant deferral / active EE | $2,872 | $4,498-36.1% | $6,031-52.4% | $4,346-33.9% |
| Admin fee / account holder | $335 | $2,234-85.0% | $12,690-97.4% | $1,942-82.7% |