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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $145,072 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $60,000 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,534 | $107,459-42.7% | $135,903-54.7% | $80,160-23.2% |
| Participation rate | 93.5% | 78.0%+15.5pp | 81.9%+11.6pp | 72.9%+20.6pp |
| Annual return | 19.26% | 91.91%-72.7pp | 68.23%-49.0pp | 40.38%-21.1pp |
| Employer contribution / active EE | $1,319 | $3,877-66.0% | $4,856-72.8% | $2,978-55.7% |
| Participant deferral / active EE | $9,293 | $8,195+13.4% | $7,758+19.8% | $5,017+85.2% |
| Admin fee / account holder | $167 | $127+31.2% | $10,762-98.5% | $145+14.9% |