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 60 · EIN 04-2647786 | Sub-TA Fees | $725 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,464 | $72,254+4.4% | $86,677-12.9% | $64,808+16.4% |
| Participation rate | 97.7% | 80.4%+17.3pp | 76.6%+21.1pp | 71.5%+26.2pp |
| Annual return | -15.85% | 392.42%-408.3pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $937 | $2,393-60.9% | $2,836-67.0% | $2,506-62.6% |
| Participant deferral / active EE | $3,973 | $4,658-14.7% | $4,656-14.7% | $4,310-7.8% |
| Admin fee / account holder | $1 | $174-99.6% | $7,493-100.0% | $188-99.6% |