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 | $683,931 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $509,186 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,458 | $171,796-42.7% | $111,297-11.5% | $106,520-7.6% |
| Participation rate | 87.9% | 88.6%-0.7pp | 77.3%+10.6pp | 71.3%+16.6pp |
| Annual return | 14.56% | 18.62%-4.1pp | 54.65%-40.1pp | 19.28%-4.7pp |
| Employer contribution / active EE | $3,291 | $4,687-29.8% | $2,731+20.5% | $2,840+15.9% |
| Participant deferral / active EE | $5,831 | $7,845-25.7% | $4,487+30.0% | $4,948+17.9% |
| Admin fee / account holder | $81 | $69+17.4% | $7,964-99.0% | $75+9.3% |