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 | $90,632 |
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 | $94,746 | $63,114+50.1% | $92,893+2.0% | $65,185+45.4% |
| Participation rate | 91.3% | 68.8%+22.6pp | 76.0%+15.3pp | 70.2%+21.1pp |
| Annual return | 20.17% | 28.75%-8.6pp | 109.41%-89.2pp | 29.38%-9.2pp |
| Employer contribution / active EE | $5,482 | $2,571+113.3% | $3,653+50.1% | $2,177+151.9% |
| Participant deferral / active EE | $4,859 | $3,108+56.3% | $4,236+14.7% | $3,514+38.3% |
| Admin fee / account holder | $406 | $624-34.8% | $5,794-93.0% | $847-52.0% |