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.2+ years Service code 64 608 2ND AVENUE SOUTH · MINNEAPOLIS, MN 55402 | Recordkeeping Fees | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,117 | $56,629-59.2% | $77,999-70.4% | $55,167-58.1% |
| Participation rate | 44.0% | 73.3%-29.3pp | 75.5%-31.6pp | 69.0%-25.0pp |
| Annual return | 12.86% | 2866.98%-2854.1pp | 425.96%-413.1pp | 169.23%-156.4pp |
| Employer contribution / active EE | $466 | $1,723-72.9% | $2,470-81.1% | $1,963-76.2% |
| Participant deferral / active EE | $1,427 | $2,777-48.6% | $3,497-59.2% | $3,054-53.3% |
| Admin fee / account holder | $22 | $467-95.3% | $5,480-99.6% | $504-95.7% |