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 | $50,004 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $44,193 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $42,054 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,750 | $185,342-72.1% | $111,297-53.5% | $86,799-40.4% |
| Participation rate | 88.8% | 81.0%+7.8pp | 77.3%+11.5pp | 72.3%+16.5pp |
| Annual return | 16.28% | 500.80%-484.5pp | 54.65%-38.4pp | 97.91%-81.6pp |
| Employer contribution / active EE | $804 | $2,246-64.2% | $2,731-70.6% | $2,405-66.6% |
| Participant deferral / active EE | $3,448 | $4,458-22.7% | $4,487-23.2% | $4,131-16.5% |
| Admin fee / account holder | $106 | $255-58.4% | $7,964-98.7% | $170-37.4% |