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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 | $72,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,742 | $37,213+192.2% | $156,549-30.5% | $63,975+70.0% |
| Participation rate | 21.7% | 65.0%-43.3pp | 84.0%-62.3pp | 71.1%-49.4pp |
| Annual return | 6.80% | 47.89%-41.1pp | 32.23%-25.4pp | 48.65%-41.9pp |
| Employer contribution / active EE | $1,289 | $1,357-5.0% | $5,501-76.6% | $2,182-40.9% |
| Participant deferral / active EE | $2,215 | $2,070+7.0% | $4,871-54.5% | $3,356-34.0% |
| Admin fee / account holder | $257 | $56+356.3% | $13,027-98.0% | $70+264.9% |