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.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL · CHARLOTTE, NC 28081 | Advisory (Plan) | $47,506 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $23,195 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,352 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMER Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $23 |
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.)
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 | $108,599 | $65,435+66.0% | $86,677+25.3% | $66,914+62.3% |
| Participation rate | 66.7% | 75.5%-8.8pp | 76.6%-9.9pp | 69.8%-3.1pp |
| Annual return | -15.19% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,192 | $2,153-44.6% | $2,836-58.0% | $2,544-53.2% |
| Participant deferral / active EE | $4,807 | $4,100+17.2% | $4,656+3.3% | $4,237+13.5% |
| Admin fee / account holder | $731 | $642+14.0% | $7,493-90.2% | $593+23.2% |