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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,487 |
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 | $25,737 | $25,302+1.7% | $74,701-65.5% | $67,579-61.9% |
| Participation rate | 48.1% | 37.8%+10.2pp | 54.5%-6.4pp | 71.3%-23.2pp |
| Annual return | 21.49% | 10291.17%-10269.7pp | 752.92%-731.4pp | 378.56%-357.1pp |
| Employer contribution / active EE | $757 | $446+69.6% | $1,084-30.2% | $2,148-64.8% |
| Participant deferral / active EE | $1,032 | $954+8.2% | $1,964-47.4% | $3,539-70.8% |
| Admin fee / account holder | $100 | $108-7.5% | $3,333-97.0% | $142-30.1% |