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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,690 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $11,397 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,716 | $61,774-22.8% | $97,226-50.9% | $80,856-41.0% |
| Participation rate | 91.5% | 63.5%+28.0pp | 72.7%+18.8pp | 67.6%+23.9pp |
| Annual return | 13.37% | -557.90%+571.3pp | 75.13%-61.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,214 | $1,837-33.9% | $2,729-55.5% | $2,755-55.9% |
| Participant deferral / active EE | $2,342 | $3,029-22.7% | $4,264-45.1% | $4,296-45.5% |
| Admin fee / account holder | $230 | $5,166-95.5% | $5,654-95.9% | $6,918-96.7% |