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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,334 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $31,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,353 | $58,208+89.6% | $81,812+34.9% | $80,856+36.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.80% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $11,211 | $2,340+379.1% | $2,912+285.0% | $2,755+307.0% |
| Participant deferral / active EE | $11,000 | $3,281+235.3% | $4,319+154.7% | $4,296+156.1% |
| Admin fee / account holder | $103 | $4,981-97.9% | $7,386-98.6% | $6,918-98.5% |