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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.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,261 |
Service code 10 · EIN 43-1947695 | Accounting | $10,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $5,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,812 | $81,474-54.8% | $133,956-72.5% | $73,488-49.9% |
| Participation rate | 88.6% | 76.4%+12.2pp | 79.8%+8.7pp | 70.7%+17.9pp |
| Annual return | 12.93% | 19.40%-6.5pp | 45.09%-32.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,340 | $3,786-11.8% | $5,048-33.8% | $3,740-10.7% |
| Admin fee / account holder | $180 | $713-74.7% | $8,927-98.0% | $513-64.9% |