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 10-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.6+ years Filed as: WELLS FARGO Service code 21 · EIN 23-2384840 | Bank Trustee | $103,966 |
Service code 10 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Accounting | $27,772 |
JWT & ASSOCIATES, LLP5+ years Service code 10 · EIN 47-2718509 | Accounting | $10,300 |
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 | $18,029 | $52,293-65.5% | $178,490-89.9% | $73,409-75.4% |
| Participation rate | 97.5% | 65.3%+32.2pp | 81.9%+15.6pp | 72.2%+25.4pp |
| Annual return | 9.32% | 34.75%-25.4pp | 151.07%-141.8pp | 59.29%-50.0pp |
| Employer contribution / active EE | $1,655 | $1,735-4.6% | $5,011-67.0% | $2,234-25.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $191 | $127+49.8% | $13,984-98.6% | $158+20.8% |