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 LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $61,045 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,925 | $104,919-54.3% | $116,228-58.8% | $85,563-44.0% |
| Participation rate | 91.9% | 78.6%+13.3pp | 74.6%+17.3pp | 66.0%+25.9pp |
| Annual return | 13.31% | 15.38%-2.1pp | 90.06%-76.7pp | 31.51%-18.2pp |
| Employer contribution / active EE | $2,341 | $3,485-32.8% | $2,994-21.8% | $2,654-11.8% |
| Participant deferral / active EE | $4,005 | $5,306-24.5% | $4,953-19.1% | $4,375-8.5% |
| Admin fee / account holder | $322 | $429-24.9% | $11,989-97.3% | $834-61.4% |