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.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $138,287 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,780 | $85,135+48.9% | $98,907+28.2% | $73,409+72.7% |
| Participation rate | 98.9% | 81.1%+17.7pp | 76.0%+22.8pp | 72.2%+26.7pp |
| Annual return | 14.27% | 19.14%-4.9pp | 196.43%-182.2pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,737 | $2,721-36.2% | $2,689-35.4% | $2,234-22.2% |
| Participant deferral / active EE | $5,379 | $4,349+23.7% | $4,244+26.7% | $3,805+41.4% |
| Admin fee / account holder | $330 | $139+137.0% | $6,642-95.0% | $158+109.0% |