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 | $102,104 |
PAYCHEX, INC.9 years Service code 15 · EIN 16-1124166 | Recordkeeping | $0 |
Service code 26 · EIN 59-1199408 | Advisory (Participants) | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,349 | $65,908+23.4% | $81,812-0.6% | $77,643+4.8% |
| Participation rate | 95.6% | 65.8%+29.8pp | 72.3%+23.2pp | 70.6%+25.0pp |
| Annual return | 19.71% | 26.64%-6.9pp | 773.79%-754.1pp | 31.24%-11.5pp |
| Employer contribution / active EE | $1,138 | $2,370-52.0% | $2,912-60.9% | $2,726-58.2% |
| Participant deferral / active EE | $4,713 | $3,505+34.4% | $4,319+9.1% | $4,647+1.4% |
| Admin fee / account holder | $248 | $526-52.9% | $7,386-96.6% | $430-42.4% |