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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.
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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 | $60,524 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $700 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,012 | $29,369-4.6% | $77,482-63.8% | $73,409-61.8% |
| Participation rate | 49.0% | 37.9%+11.1pp | 54.2%-5.2pp | 72.2%-23.2pp |
| Annual return | 18.25% | 358.15%-339.9pp | 54.79%-36.5pp | 59.29%-41.0pp |
| Employer contribution / active EE | $392 | $406-3.5% | $986-60.3% | $2,234-82.5% |
| Participant deferral / active EE | $1,091 | $941+16.0% | $1,861-41.4% | $3,805-71.3% |
| Admin fee / account holder | $6 | $123-94.9% | $2,858-99.8% | $158-96.1% |