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 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $12,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,342 | $67,411+2.9% | $91,001-23.8% | $70,131-1.1% |
| Participation rate | 53.1% | 71.4%-18.3pp | 75.6%-22.5pp | 69.5%-16.5pp |
| Annual return | 16.58% | -40.16%+56.7pp | 4.60%+12.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,340 | $1,786-25.0% | $2,456-45.4% | $2,342-42.8% |
| Participant deferral / active EE | $3,288 | $2,823+16.5% | $3,547-7.3% | $3,332-1.3% |
| Admin fee / account holder | $2 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |