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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,777 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,043 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,462 | $91,407-63.4% | $135,903-75.4% | $71,457-53.2% |
| Participation rate | 96.8% | 75.7%+21.1pp | 81.9%+14.9pp | 67.9%+28.9pp |
| Annual return | 19.00% | 29.90%-10.9pp | 68.23%-49.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,519 | $3,703-59.0% | $4,856-68.7% | $2,588-41.3% |
| Participant deferral / active EE | $5,532 | $7,092-22.0% | $7,758-28.7% | $4,289+29.0% |
| Admin fee / account holder | $211 | $1,266-83.3% | $10,762-98.0% | $1,587-86.7% |