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.4 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $25,718 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,593 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,077 | $86,655-23.7% | $119,609-44.8% | $66,914-1.3% |
| Participation rate | 97.3% | 75.6%+21.8pp | 79.3%+18.1pp | 69.8%+27.5pp |
| Annual return | -17.78% | -8.00%-9.8pp | -14.97%-2.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,691 | $2,536+6.1% | $4,232-36.4% | $2,544+5.8% |
| Participant deferral / active EE | $8,867 | $4,358+103.5% | $5,602+58.3% | $4,237+109.3% |
| Admin fee / account holder | $189 | $755-74.9% | $10,323-98.2% | $593-68.1% |