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.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $63,910 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$62,796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,258 | $92,055+63.2% | $106,213+41.5% | $77,643+93.5% |
| Participation rate | 96.6% | 81.0%+15.6pp | 75.3%+21.3pp | 70.6%+26.0pp |
| Annual return | 14.63% | 17.91%-3.3pp | 116.14%-101.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $10,084 | $3,367+199.5% | $3,171+218.0% | $2,726+269.9% |
| Participant deferral / active EE | $9,266 | $5,386+72.1% | $5,016+84.7% | $4,647+99.4% |
| Admin fee / account holder | $3 | $219-98.8% | $11,033-100.0% | $430-99.4% |