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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,564 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $47,135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,234 | $99,957+89.3% | $149,696+26.4% | $73,488+157.5% |
| Participation rate | 95.5% | 75.7%+19.8pp | 82.5%+13.0pp | 70.7%+24.8pp |
| Annual return | 12.60% | 53.87%-41.3pp | 276.60%-264.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $6,899 | $3,191+116.2% | $4,644+48.6% | $2,270+203.9% |
| Participant deferral / active EE | $11,701 | $6,073+92.7% | $6,842+71.0% | $3,740+212.9% |
| Admin fee / account holder | $351 | $551-36.2% | $9,309-96.2% | $513-31.5% |