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 10-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.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $24,779 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,574 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,783 | $86,655-40.2% | $119,609-56.7% | $66,914-22.6% |
| Participation rate | 85.4% | 75.6%+9.8pp | 79.3%+6.1pp | 69.8%+15.5pp |
| Annual return | -13.10% | -8.00%-5.1pp | -14.97%+1.9pp | 1.58%-14.7pp |
| Employer contribution / active EE | $15 | $2,536-99.4% | $4,232-99.7% | $2,544-99.4% |
| Participant deferral / active EE | $2,890 | $4,358-33.7% | $5,602-48.4% | $4,237-31.8% |
| Admin fee / account holder | $31 | $755-95.9% | $10,323-99.7% | $593-94.8% |