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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 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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,898 |
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 | $50,328 | $46,100+9.2% | $86,590-41.9% | $69,631-27.7% |
| Participation rate | 92.3% | 67.2%+25.1pp | 73.5%+18.8pp | 70.7%+21.6pp |
| Annual return | 15.10% | 21.02%-5.9pp | 964.84%-949.7pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $2,464 | $1,850+33.2% | $2,839-13.2% | $2,032+21.2% |
| Participant deferral / active EE | $5,242 | $2,432+115.6% | $3,609+45.3% | $3,224+62.6% |
| Admin fee / account holder | $99 | $94+5.2% | $4,906-98.0% | $110-10.6% |