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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $57,701 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,373 |
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 | $60,099 | $64,286-6.5% | $90,951-33.9% | $73,409-18.1% |
| Participation rate | 93.6% | 63.6%+30.0pp | 69.0%+24.5pp | 72.2%+21.4pp |
| Annual return | 14.53% | 21.45%-6.9pp | 134.60%-120.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,142 | $895+27.7% | $2,122-46.2% | $2,234-48.9% |
| Participant deferral / active EE | $3,406 | $2,453+38.8% | $3,373+1.0% | $3,805-10.5% |
| Admin fee / account holder | $114 | $287-60.3% | $5,959-98.1% | $158-27.7% |