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 |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $43,146 |
ROGERS CLEM AND COMPANY8 years Service code 10 1067 PARK VIEW DRIVE · COVINA, CA 91724 | Accounting | $11,500 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $5,020 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $510 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,726 | $45,031+63.7% | $84,966-13.2% | $77,643-5.0% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 11.27% | 79.22%-67.9pp | 66.38%-55.1pp | 31.24%-20.0pp |
| Employer contribution / active EE | $3,410 | $1,609+111.9% | $2,727+25.0% | $2,726+25.1% |
| Participant deferral / active EE | $4,265 | $2,807+51.9% | $4,519-5.6% | $4,647-8.2% |
| Admin fee / account holder | $193 | $912-78.9% | $6,149-96.9% | $430-55.2% |