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 ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $24,145 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$24,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,924 | $80,673+171.4% | $101,326+116.1% | $84,808+158.1% |
| Participation rate | 84.3% | 77.8%+6.5pp | 81.5%+2.8pp | 68.3%+16.0pp |
| Annual return | 14.70% | 38.95%-24.3pp | 36.82%-22.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,150 | $2,698+53.8% | $3,665+13.2% | $2,631+57.7% |
| Participant deferral / active EE | $17,742 | $6,840+159.4% | $7,994+121.9% | $4,212+321.3% |
| Admin fee / account holder | -$4 | $12,784-100.0% | $11,185-100.0% | $7,344-100.1% |