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.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $53,732 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,036 | $84,784+53.4% | $98,439+32.1% | $74,419+74.7% |
| Participation rate | 98.9% | 81.5%+17.3pp | 75.2%+23.7pp | 70.7%+28.1pp |
| Annual return | 19.96% | 20.59%-0.6pp | 21.16%-1.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $13,468 | $3,364+300.3% | $3,048+341.9% | $2,637+410.7% |
| Participant deferral / active EE | $9,019 | $5,218+72.8% | $4,738+90.4% | $4,528+99.2% |
| Admin fee / account holder | -$38 | $204-118.8% | $8,948-100.4% | $348-111.0% |