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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,311 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,211 | $50,464+94.6% | $75,781+29.6% | $52,331+87.7% |
| Participation rate | 88.2% | 66.8%+21.4pp | 75.8%+12.4pp | 68.1%+20.1pp |
| Annual return | -2.27% | 1.03%-3.3pp | 9.68%-11.9pp | 4.54%-6.8pp |
| Employer contribution / active EE | $2,336 | $1,988+17.5% | $3,323-29.7% | $1,882+24.1% |
| Participant deferral / active EE | $5,736 | $2,570+123.2% | $3,651+57.1% | $3,022+89.8% |
| Admin fee / account holder | $297 | $1,103-73.1% | $5,299-94.4% | $592-49.9% |