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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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $74,169 |
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 | $80,471 | $70,002+15.0% | $115,037-30.0% | $52,331+53.8% |
| Participation rate | 65.0% | 72.1%-7.1pp | 81.4%-16.3pp | 68.1%-3.1pp |
| Annual return | -0.40% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,212 | $2,715-18.5% | $4,608-52.0% | $1,882+17.6% |
| Participant deferral / active EE | $5,955 | $4,920+21.0% | $6,026-1.2% | $3,022+97.0% |
| Admin fee / account holder | $262 | $566-53.7% | $8,175-96.8% | $592-55.7% |