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.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $23,878 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,283 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,001 | $86,655-56.1% | $119,609-68.2% | $66,914-43.2% |
| Participation rate | 86.4% | 75.6%+10.8pp | 79.3%+7.1pp | 69.8%+16.6pp |
| Annual return | -19.11% | -8.00%-11.1pp | -14.97%-4.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,878 | $2,536-26.0% | $4,232-55.6% | $2,544-26.2% |
| Participant deferral / active EE | $3,659 | $4,358-16.0% | $5,602-34.7% | $4,237-13.6% |
| Admin fee / account holder | $175 | $755-76.8% | $10,323-98.3% | $593-70.5% |