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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,968 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,198 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $81,631 | $64,119+27.3% | $112,228-27.3% | $66,914+22.0% |
| Participation rate | 95.2% | 68.5%+26.7pp | 75.1%+20.1pp | 69.8%+25.4pp |
| Annual return | -15.44% | -13.81%-1.6pp | 27.45%-42.9pp | 1.58%-17.0pp |
| Employer contribution / active EE | $14,039 | $3,005+367.1% | $3,635+286.3% | $2,544+451.8% |
| Participant deferral / active EE | $10,230 | $3,693+177.0% | $4,728+116.4% | $4,237+141.5% |
| Admin fee / account holder | $369 | $625-41.0% | $6,410-94.2% | $593-37.8% |