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 |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI TRUST Service code 27 · EIN 06-1271230 | Advisory (Plan) | $110,675 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $18,909 |
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 | $23,191 | $36,916-37.2% | $156,549-85.2% | $57,658-59.8% |
| Participation rate | 99.6% | 63.4%+36.2pp | 84.0%+15.6pp | 70.2%+29.4pp |
| Annual return | 6.05% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $3,237 | $1,571+106.1% | $5,501-41.2% | $1,974+64.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $167 | $82+101.9% | $13,027-98.7% | $95+76.2% |