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.7+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $115,368 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$87,095 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,058 | $64,119+472.5% | $112,228+227.1% | $66,914+448.5% |
| Participation rate | 98.8% | 68.5%+30.4pp | 75.1%+23.8pp | 69.8%+29.0pp |
| Annual return | -16.02% | -13.81%-2.2pp | 27.45%-43.5pp | 1.58%-17.6pp |
| Employer contribution / active EE | $18,753 | $3,005+524.0% | $3,635+416.0% | $2,544+637.1% |
| Participant deferral / active EE | $13,103 | $3,693+254.8% | $4,728+177.1% | $4,237+209.3% |
| Admin fee / account holder | $142 | $625-77.3% | $6,410-97.8% | $593-76.1% |