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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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 | Recordkeeping | $211,057 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $45,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,804 | $127,481-71.9% | $149,696-76.1% | $90,288-60.3% |
| Participation rate | 86.5% | 78.2%+8.3pp | 82.5%+4.1pp | 73.4%+13.2pp |
| Annual return | 12.57% | 57.78%-45.2pp | 276.60%-264.0pp | 53.97%-41.4pp |
| Employer contribution / active EE | $1,342 | $3,448-61.1% | $4,644-71.1% | $2,524-46.8% |
| Participant deferral / active EE | $4,257 | $6,975-39.0% | $6,842-37.8% | $4,232+0.6% |
| Admin fee / account holder | $82 | $152-45.7% | $9,309-99.1% | $114-27.8% |