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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,841 | $23,385-15.2% | $69,182-71.3% | $57,658-65.6% |
| Participation rate | 49.9% | 37.9%+11.9pp | 55.1%-5.3pp | 70.2%-20.4pp |
| Annual return | 5.75% | -659.34%+665.1pp | -21.93%+27.7pp | 5.13%+0.6pp |
| Employer contribution / active EE | $875 | $422+107.1% | $1,206-27.5% | $1,974-55.7% |
| Participant deferral / active EE | $1,167 | $843+38.4% | $1,897-38.5% | $3,061-61.9% |
| Admin fee / account holder | $34 | $82-58.6% | $2,697-98.7% | $95-64.1% |