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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $76,571 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,061 | $40,174-52.6% | $84,015-77.3% | $67,579-71.8% |
| Participation rate | 98.4% | 62.7%+35.8pp | 69.0%+29.4pp | 71.3%+27.2pp |
| Annual return | 13.70% | 25.82%-12.1pp | 71.31%-57.6pp | 378.56%-364.9pp |
| Employer contribution / active EE | $480 | $808-40.6% | $1,983-75.8% | $2,148-77.7% |
| Participant deferral / active EE | $2,303 | $2,301+0.1% | $3,239-28.9% | $3,539-34.9% |
| Admin fee / account holder | $102 | $128-20.4% | $6,101-98.3% | $142-28.2% |