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 5-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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $62,658 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $53,753 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,240 | $56,485+70.4% | $185,823-48.2% | $86,799+10.9% |
| Participation rate | 99.4% | 65.5%+33.9pp | 81.7%+17.7pp | 72.3%+27.1pp |
| Annual return | 29.41% | 118.04%-88.6pp | 122.05%-92.6pp | 97.91%-68.5pp |
| Employer contribution / active EE | $6,609 | $1,843+258.7% | $5,167+27.9% | $2,405+174.8% |
| Participant deferral / active EE | $5,524 | $2,553+116.4% | $5,568-0.8% | $4,131+33.7% |
| Admin fee / account holder | $141 | $150-5.6% | $16,237-99.1% | $170-16.7% |