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.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $32,615 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,816 | $88,083-44.6% | $164,813-70.4% | $74,495-34.5% |
| Participation rate | 87.6% | 73.0%+14.6pp | 78.6%+9.0pp | 67.2%+20.4pp |
| Annual return | 15.11% | 17.26%-2.2pp | 69.93%-54.8pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,048 | $2,593-21.0% | $4,341-52.8% | $2,623-21.9% |
| Participant deferral / active EE | $4,717 | $4,498+4.9% | $6,031-21.8% | $4,346+8.5% |
| Admin fee / account holder | $210 | $2,234-90.6% | $12,690-98.3% | $1,942-89.2% |