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.10+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 PO BOX 1745 · RICHMOND, VA 23218 | Advisory (Participants) | $98,209 |
ASCENSUS LLC10+ years Filed as: ASCENSUS, INC. Service code 13 · EIN 11-3665754 | Contract Administrator | $27,808 |
EMPLOYEE BENEFITS SERVICES8 years Service code 13 · EIN 52-2061078 | Contract Administrator | $6,830 |
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 | $152,052 | $55,415+174.4% | $155,509-2.2% | $74,495+104.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.94% | 268.50%-256.6pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $6,661 | $2,267+193.8% | $4,672+42.6% | $2,623+153.9% |
| Participant deferral / active EE | $5,896 | $2,836+107.9% | $5,626+4.8% | $4,346+35.7% |
| Admin fee / account holder | $483 | $1,738-72.2% | $15,912-97.0% | $1,942-75.2% |