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 ADVISORS Service code 33 · EIN 34-1542819 | Other fees; Securities brokerage | $4,407 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,020 |
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 | $182,118 | $72,177+152.3% | $115,037+58.3% | $59,632+205.4% |
| Participation rate | 92.6% | 72.6%+20.0pp | 81.4%+11.2pp | 68.7%+23.9pp |
| Annual return | 1.24% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $2,540 | $2,841-10.6% | $4,608-44.9% | $2,203+15.3% |
| Participant deferral / active EE | $10,811 | $4,783+126.0% | $6,026+79.4% | $3,192+238.7% |
| Admin fee / account holder | $8 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |