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.8+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $116,764 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$92,328 |
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 | $430,914 | $76,670+462.0% | $96,683+345.7% | $71,457+503.0% |
| Participation rate | 97.2% | 66.6%+30.6pp | 74.3%+22.8pp | 67.9%+29.3pp |
| Annual return | 17.66% | 48.29%-30.6pp | 35.69%-18.0pp | 28.85%-11.2pp |
| Employer contribution / active EE | $10,542 | $3,031+247.8% | $3,737+182.1% | $2,588+307.4% |
| Participant deferral / active EE | $13,984 | $3,771+270.8% | $4,878+186.7% | $4,289+226.1% |
| Admin fee / account holder | $124 | $2,028-93.9% | $6,730-98.2% | $1,587-92.2% |