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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 9-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.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $159,457 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,469 | $69,159+23.6% | $125,175-31.7% | $67,579+26.5% |
| Participation rate | 99.4% | 78.2%+21.2pp | 79.8%+19.6pp | 71.3%+28.1pp |
| Annual return | 21.13% | 27.12%-6.0pp | 43.79%-22.7pp | 378.56%-357.4pp |
| Employer contribution / active EE | $5,045 | $2,023+149.3% | $3,865+30.5% | $2,148+134.9% |
| Participant deferral / active EE | $6,156 | $3,700+66.4% | $4,937+24.7% | $3,539+73.9% |
| Admin fee / account holder | $337 | $142+138.1% | $9,702-96.5% | $142+137.2% |