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 5-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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $37,029 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,384 | $85,135-15.0% | $98,907-26.8% | $73,409-1.4% |
| Participation rate | 94.8% | 81.1%+13.7pp | 76.0%+18.8pp | 72.2%+22.7pp |
| Annual return | 19.47% | 19.14%+0.3pp | 196.43%-177.0pp | 59.29%-39.8pp |
| Employer contribution / active EE | $2,048 | $2,721-24.7% | $2,689-23.8% | $2,234-8.3% |
| Participant deferral / active EE | $4,856 | $4,349+11.7% | $4,244+14.4% | $3,805+27.6% |
| Admin fee / account holder | $101 | $139-27.5% | $6,642-98.5% | $158-36.1% |