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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.
See the 9-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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,444 |
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 | $59,029 | $52,884+11.6% | $84,750-30.3% | $55,167+7.0% |
| Participation rate | 76.4% | 67.5%+8.9pp | 76.6%-0.1pp | 69.0%+7.5pp |
| Annual return | 5.07% | 18.03%-13.0pp | 22.78%-17.7pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,464 | $2,233-34.5% | $3,574-59.0% | $1,963-25.4% |
| Participant deferral / active EE | $3,961 | $2,644+49.8% | $3,712+6.7% | $3,054+29.7% |
| Admin fee / account holder | $289 | $581-50.2% | $5,332-94.6% | $504-42.6% |