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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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $118,845 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1531281 | Advisory (Plan) | $37,992 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,630 | $65,708-24.5% | $76,817-35.4% | $77,787-36.2% |
| Participation rate | 97.9% | 79.0%+19.0pp | 72.1%+25.9pp | 73.2%+24.7pp |
| Annual return | 24.20% | 49.86%-25.7pp | 1166.11%-1141.9pp | 32.57%-8.4pp |
| Employer contribution / active EE | $2,894 | $2,167+33.5% | $2,302+25.7% | $2,504+15.5% |
| Participant deferral / active EE | $5,013 | $3,254+54.1% | $3,336+50.3% | $3,967+26.4% |
| Admin fee / account holder | $103 | $91+13.5% | $6,420-98.4% | $100+3.0% |