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 | $35,223 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,097 | $66,302-29.0% | $110,238-57.3% | $56,287-16.3% |
| Participation rate | 77.8% | 74.9%+2.9pp | 79.8%-2.0pp | 69.9%+8.0pp |
| Annual return | -7.95% | -1.18%-6.8pp | 314.74%-322.7pp | -9.96%+2.0pp |
| Employer contribution / active EE | $615 | $2,047-69.9% | $3,826-83.9% | $2,111-70.9% |
| Participant deferral / active EE | $2,792 | $3,381-17.4% | $4,672-40.2% | $3,350-16.7% |
| Admin fee / account holder | $147 | $698-79.0% | $8,547-98.3% | $521-71.9% |