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.6 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 34-1542819 | Direct Payment | $40,824 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $36,267 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,855 | $79,124-37.0% | $60,874-18.1% | $64,808-23.1% |
| Participation rate | 96.4% | 77.7%+18.7pp | 73.1%+23.3pp | 71.5%+24.9pp |
| Annual return | -13.49% | -7.13%-6.4pp | 16.90%-30.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,176 | $3,050-28.6% | $2,701-19.4% | $2,506-13.1% |
| Participant deferral / active EE | $3,213 | $3,725-13.8% | $3,817-15.8% | $4,310-25.5% |
| Admin fee / account holder | $144 | $106+35.8% | $3,224-95.5% | $188-23.6% |