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 7-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 Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $12,709 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,996 |
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 | $87,258 | $72,607+20.2% | $90,749-3.8% | $66,914+30.4% |
| Participation rate | 90.3% | 73.7%+16.6pp | 75.7%+14.6pp | 69.8%+20.5pp |
| Annual return | -10.85% | -12.28%+1.4pp | -12.16%+1.3pp | 1.58%-12.4pp |
| Employer contribution / active EE | $5,687 | $2,369+140.1% | $2,921+94.7% | $2,544+123.5% |
| Participant deferral / active EE | $11,256 | $3,977+183.0% | $4,564+146.6% | $4,237+165.7% |
| Admin fee / account holder | $4 | $707-99.4% | $8,445-99.9% | $593-99.3% |