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.5+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $114,599 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$43,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,762 | $69,362+451.8% | $101,248+278.0% | $73,488+420.8% |
| Participation rate | 98.7% | 68.4%+30.3pp | 75.8%+22.9pp | 70.7%+28.0pp |
| Annual return | 17.49% | 18.46%-1.0pp | 46.47%-29.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $23,272 | $2,628+785.4% | $3,660+535.9% | $2,270+925.2% |
| Participant deferral / active EE | $11,710 | $3,300+254.9% | $4,370+167.9% | $3,740+213.1% |
| Admin fee / account holder | $370 | $704-47.5% | $5,945-93.8% | $513-27.9% |