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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,354 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,224 | $59,417+16.5% | $93,606-26.0% | $74,495-7.1% |
| Participation rate | 32.4% | 59.7%-27.3pp | 68.7%-36.3pp | 67.2%-34.8pp |
| Annual return | 12.95% | 81.83%-68.9pp | 133.20%-120.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,918 | $3,050-4.3% | $4,411-33.9% | $4,346-32.9% |
| Admin fee / account holder | $119 | $3,021-96.1% | $8,285-98.6% | $1,942-93.9% |