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.6+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $111,543 |
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 | $442,027 | $58,879+650.7% | $178,490+147.6% | $73,488+501.5% |
| Participation rate | 95.8% | 66.2%+29.6pp | 81.9%+13.9pp | 70.7%+25.1pp |
| Annual return | 15.69% | 24.86%-9.2pp | 151.07%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $10,787 | $2,236+382.4% | $5,011+115.3% | $2,270+375.2% |
| Participant deferral / active EE | $5,640 | $2,567+119.7% | $5,202+8.4% | $3,740+50.8% |
| Admin fee / account holder | $349 | $400-12.9% | $13,984-97.5% | $513-32.1% |