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 60 · EIN 04-2647786 | Sub-TA Fees | $525 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,309 | $99,078-11.9% | $96,544-9.6% | $74,419+17.3% |
| Participation rate | 97.3% | 80.7%+16.7pp | 76.0%+21.4pp | 70.7%+26.6pp |
| Annual return | 16.90% | 22.48%-5.6pp | 25.84%-8.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,574 | $2,570-38.8% | $2,965-46.9% | $2,637-40.3% |
| Participant deferral / active EE | $4,285 | $4,933-13.1% | $4,851-11.7% | $4,528-5.4% |
| Admin fee / account holder | $1 | $225-99.8% | $8,252-100.0% | $348-99.8% |