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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $22,528 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,637 | $50,982-0.7% | $154,803-67.3% | $85,563-40.8% |
| Participation rate | 40.8% | 59.8%-19.0pp | 78.1%-37.3pp | 66.0%-25.1pp |
| Annual return | 19.91% | 30.35%-10.4pp | 58.88%-39.0pp | 31.51%-11.6pp |
| Employer contribution / active EE | $760 | $1,708-55.5% | $4,305-82.4% | $2,654-71.4% |
| Participant deferral / active EE | $1,951 | $2,474-21.1% | $5,540-64.8% | $4,375-55.4% |
| Admin fee / account holder | $197 | $846-76.7% | $14,329-98.6% | $834-76.4% |