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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $67,677 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,187 | $78,781-9.6% | $100,516-29.2% | $73,409-3.0% |
| Participation rate | 94.4% | 80.0%+14.3pp | 79.4%+15.0pp | 72.2%+22.2pp |
| Annual return | 20.70% | 31.69%-11.0pp | 30.89%-10.2pp | 59.29%-38.6pp |
| Employer contribution / active EE | $1,347 | $2,420-44.3% | $3,418-60.6% | $2,234-39.7% |
| Participant deferral / active EE | $12,497 | $6,537+91.2% | $6,270+99.3% | $3,805+228.4% |
| Admin fee / account holder | $2 | $145-98.6% | $8,081-100.0% | $158-98.7% |