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.1+ years Filed as: WELLS FARGO BANK Service code 26 104 W 2ND STREET, SUITE 2A · DAVENPORT, IA 52801 | Advisory (Participants) | $181,838 |
MCCARTHY CALLAS & FEENEY PC1+ years Filed as: MCCARTHY CALLAS & FEENEY Service code 29 329 18TH STREET, SUITE 100 · ROCK ISLAND, IL 61201 | Legal | $7,169 |
MOORHEAD PATTERSON & COMPANY PC1+ years Service code 10 · EIN 42-1092253 | Accounting | $6,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,498-100.0% | $75,781-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | 75.8%-75.8pp | 69.2%-69.2pp |
| Annual return | -0.05% | 1.80%-1.8pp | 9.68%-9.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $7,557 | $2,291+229.9% | $3,323+127.4% | $1,899+298.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |