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.3 years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $125,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,058 | $105,247-37.2% | $87,100-24.2% | $77,787-15.1% |
| Participation rate | 67.6% | 85.8%-18.2pp | 76.9%-9.2pp | 73.2%-5.6pp |
| Annual return | 20.18% | 24.52%-4.3pp | 28.19%-8.0pp | 32.57%-12.4pp |
| Employer contribution / active EE | $1,055 | $2,895-63.5% | $2,521-58.1% | $2,504-57.9% |
| Participant deferral / active EE | $4,181 | $5,060-17.4% | $4,049+3.3% | $3,967+5.4% |
| Admin fee / account holder | $103 | $104-1.0% | $7,497-98.6% | $100+3.4% |