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.3+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage | $47,552 |
KERBER, ECK & BRAECKEL LLP3+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 3266 LEXINGTON AVE · CAPE GIRARDEAU, MO 63701 | Accounting | $34,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: INVESTMENT PROF. INC (PERSHING LLC) Service code 27 · EIN 13-2741729 16414 SAN PEDRO AVE · SAN ANTONIO, TX 78232 | Advisory (Plan) | $22,008 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,593 | $123,286-81.7% | $75,670-70.1% | $77,958-71.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.3%+27.7pp | 71.6%+28.4pp |
| Annual return | -0.70% | 20.45%-21.2pp | 27.34%-28.0pp | 20.87%-21.6pp |
| Employer contribution / active EE | $131 | $2,035-93.6% | $2,352-94.4% | $2,310-94.3% |
| Participant deferral / active EE | $0 | $3,095-100.0% | $3,142-100.0% | $3,537-100.0% |
| Admin fee / account holder | $36 | $144-75.1% | $5,800-99.4% | $97-63.1% |