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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.5 years Filed as: WELLS FARGO ADVISORS Service code 26 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Advisory (Participants) | $21,516 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,880 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,396 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,939 | $55,415+219.3% | $155,509+13.8% | $74,495+137.5% |
| Participation rate | 84.4% | 61.9%+22.5pp | 78.2%+6.2pp | 67.2%+17.2pp |
| Annual return | 16.26% | 268.50%-252.2pp | 64.67%-48.4pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $7,007 | $2,267+209.1% | $4,672+50.0% | $2,623+167.1% |
| Participant deferral / active EE | $4,078 | $2,836+43.8% | $5,626-27.5% | $4,346-6.2% |
| Admin fee / account holder | $553 | $1,738-68.2% | $15,912-96.5% | $1,942-71.5% |