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.1+ years Filed as: WELLS FARGO BANK NA Service code 15 N9303-09C · MINNEAPOLIS, MN 55779 | Recordkeeping | $925 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,143 | $72,770-51.7% | $67,652-48.1% | $55,191-36.3% |
| Participation rate | 86.9% | 78.8%+8.1pp | 75.7%+11.3pp | 69.2%+17.8pp |
| Annual return | -2.50% | -3.26%+0.8pp | 6625.04%-6627.5pp | 10.78%-13.3pp |
| Employer contribution / active EE | $3,099 | $1,769+75.2% | $2,266+36.8% | $1,899+63.2% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $2 | $79-97.5% | $4,821-100.0% | $91-97.8% |