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.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $116,814 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,579 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 13-3352347 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,788 | $52,670+248.9% | $90,404+103.3% | $73,409+150.4% |
| Participation rate | 99.1% | 67.7%+31.4pp | 72.7%+26.4pp | 72.2%+26.9pp |
| Annual return | 13.29% | 20.70%-7.4pp | 1293.02%-1279.7pp | 59.29%-46.0pp |
| Employer contribution / active EE | $2,338 | $1,872+24.9% | $3,262-28.3% | $2,234+4.7% |
| Participant deferral / active EE | $8,969 | $2,807+219.6% | $3,963+126.3% | $3,805+135.7% |
| Admin fee / account holder | $211 | $117+80.3% | $5,611-96.2% | $158+33.4% |