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 15 · EIN 13-3689044 | Recordkeeping | $51,383 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $37,644 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $26,803 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,713 | $56,767-19.5% | $101,794-55.1% | $85,563-46.6% |
| Participation rate | 94.4% | 57.6%+36.9pp | 69.2%+25.3pp | 66.0%+28.5pp |
| Annual return | 15.78% | 17.76%-2.0pp | 30.53%-14.7pp | 31.51%-15.7pp |
| Employer contribution / active EE | $2,837 | $1,112+155.1% | $2,289+24.0% | $2,654+6.9% |
| Participant deferral / active EE | $6,003 | $2,720+120.7% | $4,084+47.0% | $4,375+37.2% |
| Admin fee / account holder | $269 | $1,098-75.5% | $8,777-96.9% | $834-67.8% |