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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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $88,333 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,593 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $115,043 | $69,362+65.9% | $101,248+13.6% | $73,488+56.5% |
| Participation rate | 90.7% | 68.4%+22.3pp | 75.8%+14.9pp | 70.7%+20.0pp |
| Annual return | 14.82% | 18.46%-3.6pp | 46.47%-31.7pp | 28.51%-13.7pp |
| Employer contribution / active EE | $5,629 | $2,628+114.2% | $3,660+53.8% | $2,270+148.0% |
| Participant deferral / active EE | $5,095 | $3,300+54.4% | $4,370+16.6% | $3,740+36.2% |
| Admin fee / account holder | $455 | $704-35.3% | $5,945-92.3% | $513-11.2% |