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.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,884 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,212 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,642 | $185,342-73.8% | $111,297-56.3% | $86,799-44.0% |
| Participation rate | 97.0% | 81.0%+16.0pp | 77.3%+19.6pp | 72.3%+24.7pp |
| Annual return | 15.44% | 500.80%-485.4pp | 54.65%-39.2pp | 97.91%-82.5pp |
| Employer contribution / active EE | $85 | $2,246-96.2% | $2,731-96.9% | $2,405-96.5% |
| Participant deferral / active EE | $4,935 | $4,458+10.7% | $4,487+10.0% | $4,131+19.5% |
| Admin fee / account holder | $68 | $255-73.5% | $7,964-99.2% | $170-60.1% |