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 ADVIOSRS Service code 99 | Other Fees | $39,451 |
Service code 10 · EIN 52-1073331 | Accounting | $12,200 |
MORNINGSTAR9+ years Service code 27 | Advisory (Plan) | $5,851 |
MORNINGSTAR4 years Filed as: MORNINGSTART Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 21 · EIN 34-1542819 | Bank Trustee | $0 |
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 | $160,661 | $91,407+75.8% | $135,903+18.2% | $71,457+124.8% |
| Participation rate | 99.0% | 75.7%+23.3pp | 81.9%+17.1pp | 67.9%+31.0pp |
| Annual return | 16.42% | 29.90%-13.5pp | 68.23%-51.8pp | 28.85%-12.4pp |
| Employer contribution / active EE | $4,788 | $3,703+29.3% | $4,856-1.4% | $2,588+85.0% |
| Participant deferral / active EE | $8,316 | $7,092+17.3% | $7,758+7.2% | $4,289+93.9% |
| Admin fee / account holder | $438 | $1,266-65.4% | $10,762-95.9% | $1,587-72.4% |