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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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $72,781 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,574 | $83,681+69.2% | $82,313+72.0% | - |
| Participation rate | 74.7% | 75.1%-0.4pp | 76.9%-2.2pp | - |
| Annual return | 10.77% | 13.76%-3.0pp | 25.88%-15.1pp | - |
| Employer contribution / active EE | $1,707 | $1,471+16.1% | $2,428-29.7% | - |
| Participant deferral / active EE | $3,092 | $2,851+8.5% | $3,706-16.6% | - |
| Admin fee / account holder | $357 | $3,032-88.2% | $5,608-93.6% | - |