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 ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $55,735 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,777 |
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 | $125,622 | $65,435+92.0% | $86,677+44.9% | $66,914+87.7% |
| Participation rate | 79.3% | 75.5%+3.8pp | 76.6%+2.7pp | 69.8%+9.5pp |
| Annual return | -17.38% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $5,389 | $2,153+150.3% | $2,836+90.0% | $2,544+111.8% |
| Participant deferral / active EE | $3,478 | $4,100-15.2% | $4,656-25.3% | $4,237-17.9% |
| Admin fee / account holder | $338 | $642-47.3% | $7,493-95.5% | $593-43.1% |