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 9-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 |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $168,734 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $100,196 |
GREEN HASSON JANKS7 years Service code 10 700 S FLOWER ST · LOS ANGELES, CA 90051 | Accounting | $29,500 |
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 | $83,869 | $44,897+86.8% | $84,966-1.3% | $199,593-58.0% |
| Participation rate | 85.9% | 45.7%+40.2pp | 67.5%+18.4pp | 72.0%+13.9pp |
| Annual return | 10.13% | 20.96%-10.8pp | 66.38%-56.3pp | 34.25%-24.1pp |
| Employer contribution / active EE | $4,388 | $1,365+221.4% | $2,727+60.9% | $3,034+44.6% |
| Participant deferral / active EE | $6,334 | $2,668+137.4% | $4,519+40.2% | $5,087+24.5% |
| Admin fee / account holder | $176 | $584-69.8% | $6,149-97.1% | $269-34.4% |