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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.
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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $67,044 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,592 | $40,174-1.4% | $84,015-52.9% | $67,579-41.4% |
| Participation rate | 95.6% | 62.7%+32.9pp | 69.0%+26.6pp | 71.3%+24.3pp |
| Annual return | 24.27% | 25.82%-1.6pp | 71.31%-47.0pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,252 | $808+55.1% | $1,983-36.9% | $2,148-41.7% |
| Participant deferral / active EE | $3,066 | $2,301+33.3% | $3,239-5.3% | $3,539-13.4% |
| Admin fee / account holder | $90 | $128-29.7% | $6,101-98.5% | $142-36.6% |