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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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $37,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,468 | $50,898+69.9% | $171,082-49.5% | $55,167+56.7% |
| Participation rate | 49.3% | 63.3%-14.0pp | 76.7%-27.4pp | 69.0%-19.7pp |
| Annual return | 6.95% | 15.34%-8.4pp | 32.56%-25.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,216 | $1,433-15.1% | $4,002-69.6% | $1,963-38.0% |
| Participant deferral / active EE | $3,508 | $2,994+17.2% | $4,797-26.9% | $3,054+14.9% |
| Admin fee / account holder | $736 | $500+47.3% | $8,520-91.4% | $504+46.0% |