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.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,501 |
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 | $215,654 | $136,307+58.2% | $177,821+21.3% | $73,488+193.5% |
| Participation rate | 96.5% | 86.1%+10.4pp | 87.7%+8.8pp | 70.7%+25.8pp |
| Annual return | 16.74% | 18.68%-1.9pp | 48.32%-31.6pp | 28.51%-11.8pp |
| Employer contribution / active EE | $11,407 | $3,712+207.3% | $5,918+92.7% | $2,270+402.5% |
| Participant deferral / active EE | $11,748 | $5,829+101.6% | $7,714+52.3% | $3,740+214.2% |
| Admin fee / account holder | $21 | $596-96.5% | $12,427-99.8% | $513-95.9% |