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 ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $44,680 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $27,686 |
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $12,828 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,545 | $69,362+59.4% | $101,248+9.2% | $73,488+50.4% |
| Participation rate | 89.5% | 68.4%+21.1pp | 75.8%+13.7pp | 70.7%+18.8pp |
| Annual return | 11.97% | 18.46%-6.5pp | 46.47%-34.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $2,473 | $2,628-5.9% | $3,660-32.4% | $2,270+8.9% |
| Participant deferral / active EE | $5,586 | $3,300+69.3% | $4,370+27.8% | $3,740+49.4% |
| Admin fee / account holder | $161 | $704-77.1% | $5,945-97.3% | $513-68.6% |