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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $49,494 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $26,901 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,334 | $54,193-58.8% | $93,606-76.1% | $77,643-71.2% |
| Participation rate | 74.2% | 63.9%+10.3pp | 68.7%+5.5pp | 70.6%+3.7pp |
| Annual return | 11.84% | 30.54%-18.7pp | 133.20%-121.4pp | 31.24%-19.4pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,078 | $3,144-2.1% | $4,411-30.2% | $4,647-33.8% |
| Admin fee / account holder | $144 | $576-75.1% | $8,285-98.3% | $430-66.6% |