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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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $43,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,116 | $66,601-56.3% | $92,893-68.7% | $67,579-56.9% |
| Participation rate | 58.6% | 72.5%-13.9pp | 76.0%-17.4pp | 71.3%-12.6pp |
| Annual return | 21.46% | 92.58%-71.1pp | 109.41%-88.0pp | 378.56%-357.1pp |
| Employer contribution / active EE | $1,667 | $2,775-39.9% | $3,653-54.4% | $2,148-22.4% |
| Participant deferral / active EE | $2,161 | $3,157-31.6% | $4,236-49.0% | $3,539-39.0% |
| Admin fee / account holder | $144 | $199-27.6% | $5,794-97.5% | $142+1.2% |