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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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $23,937 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,183 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,800 | $86,332-28.4% | $125,175-50.6% | $65,185-5.2% |
| Participation rate | 97.2% | 75.3%+21.9pp | 79.8%+17.4pp | 70.2%+27.0pp |
| Annual return | 24.87% | 27.43%-2.6pp | 43.79%-18.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $8 | $2,040-99.6% | $3,865-99.8% | $2,177-99.6% |
| Participant deferral / active EE | $9,310 | $3,537+163.2% | $4,937+88.6% | $3,514+165.0% |
| Admin fee / account holder | $193 | $609-68.3% | $9,702-98.0% | $847-77.2% |