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 Service code 15 · EIN 94-1347393 | Recordkeeping | $77,525 |
BNA WEALTH1 year Service code 27 · EIN 56-1902157 | Advisory (Plan) | $40,000 |
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 | $63,214 | $48,261+31.0% | $68,793-8.1% | $55,725+13.4% |
| Participation rate | 98.1% | 71.0%+27.0pp | 72.2%+25.8pp | 70.9%+27.2pp |
| Annual return | -3.63% | -2.61%-1.0pp | -4.63%+1.0pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,986 | $1,742+14.0% | $2,625-24.3% | $2,078-4.4% |
| Participant deferral / active EE | $3,696 | $2,712+36.3% | $3,311+11.6% | $3,356+10.1% |
| Admin fee / account holder | $197 | $126+56.3% | $5,131-96.2% | $115+71.2% |