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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $39,016 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,892 | $88,083-20.7% | $164,813-57.6% | $74,495-6.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 14.10% | 17.26%-3.2pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,444 | $2,593-5.7% | $4,341-43.7% | $2,623-6.8% |
| Participant deferral / active EE | $4,067 | $4,498-9.6% | $6,031-32.6% | $4,346-6.4% |
| Admin fee / account holder | $612 | $2,234-72.6% | $12,690-95.2% | $1,942-68.5% |