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 | $31,406 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $27,068 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,457 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,985 | $84,936-41.2% | $111,297-55.1% | $79,386-37.0% |
| Participation rate | 97.8% | 75.9%+21.9pp | 77.3%+20.4pp | 70.7%+27.1pp |
| Annual return | 12.35% | 17.45%-5.1pp | 54.65%-42.3pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,115 | $1,979-43.7% | $2,731-59.2% | $2,427-54.1% |
| Participant deferral / active EE | $5,015 | $3,888+29.0% | $4,487+11.7% | $4,046+23.9% |
| Admin fee / account holder | $164 | $537-69.4% | $7,964-97.9% | $626-73.8% |