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 6-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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $12,876 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $288 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,211 | $55,415-68.9% | $155,509-88.9% | $74,495-76.9% |
| Participation rate | 86.9% | 61.9%+25.0pp | 78.2%+8.7pp | 67.2%+19.7pp |
| Annual return | 11.97% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,042 | $2,267-54.0% | $4,672-77.7% | $2,623-60.3% |
| Participant deferral / active EE | $3,650 | $2,836+28.7% | $5,626-35.1% | $4,346-16.0% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |