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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $25,241 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,407 | $73,360+9.6% | $177,989-54.8% | $74,495+7.9% |
| Participation rate | 92.1% | 66.6%+25.5pp | 77.1%+15.0pp | 67.2%+24.9pp |
| Annual return | 17.63% | 17.49%+0.1pp | 294.48%-276.9pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $2,396 | $2,216+8.1% | $3,949-39.3% | $2,623-8.7% |
| Participant deferral / active EE | $4,269 | $4,513-5.4% | $6,276-32.0% | $4,346-1.8% |
| Admin fee / account holder | $190 | $1,808-89.5% | $10,363-98.2% | $1,942-90.2% |