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 7-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.7+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $43,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,869 |
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 | $111,866 | $78,485+42.5% | $106,213+5.3% | $74,495+50.2% |
| Participation rate | 84.0% | 72.8%+11.2pp | 75.3%+8.7pp | 67.2%+16.8pp |
| Annual return | 13.16% | 15.95%-2.8pp | 116.14%-103.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $4,593 | $2,523+82.1% | $3,171+44.8% | $2,623+75.1% |
| Participant deferral / active EE | $9,099 | $4,322+110.5% | $5,016+81.4% | $4,346+109.4% |
| Admin fee / account holder | -$9 | $2,232-100.4% | $11,033-100.1% | $1,942-100.5% |