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+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,612 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,771 | $52,953+52.5% | $172,739-53.2% | $65,185+23.9% |
| Participation rate | 56.4% | 66.2%-9.8pp | 82.6%-26.2pp | 70.2%-13.8pp |
| Annual return | 18.19% | 30.12%-11.9pp | 802.84%-784.7pp | 29.38%-11.2pp |
| Employer contribution / active EE | $377 | $2,190-82.8% | $5,143-92.7% | $2,177-82.7% |
| Participant deferral / active EE | $4,875 | $2,471+97.3% | $5,198-6.2% | $3,514+38.7% |
| Admin fee / account holder | $329 | $472-30.2% | $13,954-97.6% | $847-61.1% |