See peer percentile detail with Solo.
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 8-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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $64,701 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,175 | $85,135-55.2% | $98,907-61.4% | $73,409-48.0% |
| Participation rate | 81.7% | 81.1%+0.5pp | 76.0%+5.6pp | 72.2%+9.5pp |
| Annual return | 10.18% | 19.14%-9.0pp | 196.43%-186.2pp | 59.29%-49.1pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,443 | $4,349-43.8% | $4,244-42.5% | $3,805-35.8% |
| Admin fee / account holder | $147 | $139+5.7% | $6,642-97.8% | $158-6.8% |