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.6+ years Filed as: WELLS FARGO INSURANCE SERVICES Service code 28 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Investment Management | $16,731 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,406 | $58,879-41.6% | $178,490-80.7% | $73,488-53.2% |
| Participation rate | 98.1% | 66.2%+31.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 11.38% | 24.86%-13.5pp | 151.07%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,517 | $2,236-32.2% | $5,011-69.7% | $2,270-33.2% |
| Participant deferral / active EE | $1,731 | $2,567-32.6% | $5,202-66.7% | $3,740-53.7% |
| Admin fee / account holder | $276 | $400-31.2% | $13,984-98.0% | $513-46.3% |