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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $37,538 |
PRIVATE ADVISOR GROUP LLC2+ years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 27 · EIN 27-3463733 | Advisory (Plan) | $27,547 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,360 | $56,629-30.5% | $77,999-49.5% | $55,167-28.7% |
| Participation rate | 91.0% | 73.3%+17.7pp | 75.5%+15.5pp | 69.0%+22.0pp |
| Annual return | 7.21% | 2866.98%-2859.8pp | 425.96%-418.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,909 | $2,777+4.8% | $3,497-16.8% | $3,054-4.7% |
| Admin fee / account holder | $258 | $467-44.6% | $5,480-95.3% | $504-48.7% |