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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.
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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 Service code 15 · EIN 94-1347393 | Recordkeeping | $54,877 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,458 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,426 | $67,512-83.1% | $185,823-93.9% | $93,030-87.7% |
| Participation rate | 76.4% | 67.1%+9.3pp | 81.7%-5.3pp | 73.9%+2.5pp |
| Annual return | 13.66% | 21.04%-7.4pp | 122.05%-108.4pp | 158.70%-145.0pp |
| Employer contribution / active EE | $240 | $1,783-86.6% | $5,167-95.4% | $2,706-91.1% |
| Participant deferral / active EE | $1,828 | $3,035-39.8% | $5,568-67.2% | $4,562-59.9% |
| Admin fee / account holder | $39 | $318-87.6% | $16,237-99.8% | $152-74.0% |