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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,717 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,614 | $60,165+35.6% | $74,183+10.0% | $55,167+47.9% |
| Participation rate | 80.7% | 74.2%+6.6pp | 76.6%+4.1pp | 69.0%+11.7pp |
| Annual return | 7.98% | 10.00%-2.0pp | 17.74%-9.8pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,662 | $1,600+3.9% | $2,370-29.9% | $1,963-15.3% |
| Participant deferral / active EE | $4,942 | $2,973+66.3% | $3,550+39.2% | $3,054+61.8% |
| Admin fee / account holder | $349 | $419-16.8% | $5,586-93.8% | $504-30.7% |