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.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $49,587 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,802 | $96,484-9.0% | $156,263-43.8% | $74,304+18.2% |
| Participation rate | 94.7% | 67.7%+27.1pp | 78.9%+15.8pp | 60.3%+34.4pp |
| Annual return | 15.69% | 17.73%-2.0pp | 59.47%-43.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,784 | $2,528-29.5% | $4,333-58.8% | $2,241-20.4% |
| Participant deferral / active EE | $6,615 | $4,286+54.3% | $6,158+7.4% | $3,767+75.6% |
| Admin fee / account holder | $12 | $3,728-99.7% | $14,255-99.9% | $2,969-99.6% |