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.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $78,917 |
PKF O'CONNOR DAVIES, LLP5 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $15,100 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $2,272 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $282 |
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 | $135,035 | $84,487+59.8% | $125,339+7.7% | $66,914+101.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.45% | -8.39%-7.1pp | 572.05%-587.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,126 | $3,553-68.3% | $4,814-76.6% | $2,544-55.7% |
| Participant deferral / active EE | $11,599 | $6,781+71.0% | $7,446+55.8% | $4,237+173.8% |
| Admin fee / account holder | $344 | $685-49.8% | $10,010-96.6% | $593-42.0% |