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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $104,759 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $59,978 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,682 | $34,677+8.7% | $77,024-51.1% | $64,808-41.9% |
| Participation rate | 98.9% | 49.8%+49.1pp | 67.9%+31.0pp | 71.5%+27.4pp |
| Annual return | -18.37% | -5.33%-13.0pp | 42.32%-60.7pp | 32.82%-51.2pp |
| Employer contribution / active EE | $1,716 | $1,370+25.3% | $2,812-39.0% | $2,506-31.5% |
| Participant deferral / active EE | $4,283 | $2,556+67.6% | $4,426-3.2% | $4,310-0.6% |
| Admin fee / account holder | $216 | $179+21.1% | $5,425-96.0% | $188+15.1% |