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 Service code 15 · EIN 94-1347393 | Recordkeeping | $102,041 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,966 |
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 | $27,327 | $53,932-49.3% | $134,143-79.6% | $90,288-69.7% |
| Participation rate | 97.6% | 60.4%+37.3pp | 72.2%+25.5pp | 73.4%+24.3pp |
| Annual return | 14.39% | 23.16%-8.8pp | 36.33%-21.9pp | 53.97%-39.6pp |
| Employer contribution / active EE | $1,409 | $1,611-12.5% | $3,704-62.0% | $2,524-44.2% |
| Participant deferral / active EE | $2,638 | $2,432+8.5% | $3,499-24.6% | $4,232-37.7% |
| Admin fee / account holder | $82 | $104-20.4% | $6,684-98.8% | $114-27.7% |