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 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $26,028 |
FIRST CLEARING LLC7+ years Filed as: FIRST CLEARING Service code 28 · EIN 23-2384840 | Investment Management | $12,053 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,399 | $59,263-28.5% | $96,562-56.1% | $79,386-46.6% |
| Participation rate | 94.9% | 61.9%+33.0pp | 69.8%+25.1pp | 70.7%+24.2pp |
| Annual return | 16.48% | 27.07%-10.6pp | 37.78%-21.3pp | 116.85%-100.4pp |
| Employer contribution / active EE | $1,168 | $1,216-3.9% | $2,356-50.4% | $2,427-51.9% |
| Participant deferral / active EE | $1,387 | $2,948-52.9% | $3,849-64.0% | $4,046-65.7% |
| Admin fee / account holder | $202 | $658-69.4% | $6,181-96.7% | $626-67.8% |