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 37 · EIN 04-2647786 | Loan Processing | $80,595 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $58,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,708 | $106,028-25.8% | $146,958-46.4% | $77,643+1.4% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 24.28% | 56.73%-32.5pp | 418.34%-394.1pp | 31.24%-7.0pp |
| Employer contribution / active EE | $4,652 | $4,063+14.5% | $4,933-5.7% | $2,726+70.7% |
| Participant deferral / active EE | $8,607 | $7,990+7.7% | $8,070+6.7% | $4,647+85.2% |
| Admin fee / account holder | $294 | $337-12.8% | $12,998-97.7% | $430-31.7% |