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 SVCS. Service code 27 · EIN 23-2384840 | Advisory (Plan) | $34,971 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,660 |
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 | $200,465 | $105,181+90.6% | $159,436+25.7% | $85,850+133.5% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.8%+5.8pp | 69.3%+19.3pp |
| Annual return | 14.33% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,039 | $5,945+18.4% | $7,352-4.3% | $3,952+78.1% |
| Admin fee / account holder | $677 | $6,933-90.2% | $10,799-93.7% | $6,260-89.2% |