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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $4,832 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $28,593 | $54,541-47.6% | $78,778-63.7% | $70,131-59.2% |
| Participation rate | 35.6% | 60.8%-25.2pp | 69.2%-33.6pp | 69.5%-33.9pp |
| Annual return | 15.31% | 21.07%-5.8pp | 35.62%-20.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $144 | $1,089-86.7% | $1,986-92.7% | $2,342-93.8% |
| Participant deferral / active EE | $1,126 | $2,210-49.1% | $2,958-62.0% | $3,332-66.2% |
| Admin fee / account holder | $42 | $3,709-98.9% | $5,134-99.2% | $4,645-99.1% |