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.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,634 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,759 |
KENTNER SELLERS5 years Service code 10 · EIN 31-0787612 | Accounting | $17,425 |
THE PENSION DESIGN GROUP2 years Service code 15 · EIN 46-2028188 | Recordkeeping | $5,891 |
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 | $91,160 | $86,944+4.8% | $107,525-15.2% | $74,304+22.7% |
| Participation rate | 94.4% | 59.6%+34.8pp | 75.1%+19.3pp | 60.3%+34.0pp |
| Annual return | 15.43% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $6,524 | $2,757+136.7% | $3,754+73.8% | $2,241+191.1% |
| Participant deferral / active EE | $6,528 | $3,554+83.7% | $5,116+27.6% | $3,767+73.3% |
| Admin fee / account holder | $519 | $3,727-86.1% | $8,919-94.2% | $2,969-82.5% |