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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,078 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,736 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,020 | $20,316+131.4% | $66,042-28.8% | $74,304-36.7% |
| Participation rate | 95.7% | 62.8%+32.9pp | 67.5%+28.1pp | 60.3%+35.3pp |
| Annual return | 14.04% | 28.10%-14.1pp | 52.11%-38.1pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,845 | $745+147.8% | $1,579+16.8% | $2,241-17.7% |
| Participant deferral / active EE | $3,695 | $1,615+128.8% | $2,835+30.3% | $3,767-1.9% |
| Admin fee / account holder | $255 | $1,668-84.7% | $5,747-95.6% | $2,969-91.4% |