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.3+ years Filed as: WELLS FARGO INSURANCE SERVICES Service code 28 2000 MAIN STREET · WHEELING, WV 26003 | Investment Management | $17,095 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,343 | $55,453-57.9% | $170,442-86.3% | $62,292-62.5% |
| Participation rate | 91.9% | 66.4%+25.5pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 9.86% | 21.38%-11.5pp | 205.93%-196.1pp | 28.90%-19.0pp |
| Employer contribution / active EE | $1,387 | $2,164-35.9% | $5,433-74.5% | $2,042-32.1% |
| Participant deferral / active EE | $1,449 | $2,303-37.1% | $4,939-70.7% | $3,169-54.3% |
| Admin fee / account holder | $205 | $455-55.0% | $13,880-98.5% | $479-57.3% |