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 | $119,371 |
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 | $153,689 | $63,924+140.4% | $108,579+41.5% | $55,167+178.6% |
| Participation rate | 81.5% | 74.3%+7.2pp | 79.6%+2.0pp | 69.0%+12.6pp |
| Annual return | 10.84% | 15.31%-4.5pp | -51.70%+62.5pp | 169.23%-158.4pp |
| Employer contribution / active EE | $2,584 | $1,879+37.5% | $3,758-31.2% | $1,963+31.7% |
| Participant deferral / active EE | $5,132 | $3,067+67.3% | $4,311+19.0% | $3,054+68.0% |
| Admin fee / account holder | $626 | $618+1.4% | $7,645-91.8% | $504+24.3% |