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 |
|---|---|---|
AMIGOS DEVELOPMENT CORP DBA AMIGOS3 years Service code 99 3299 HORSELESS CARRIAGE RD STE H · NORCO, CA 92860 | Other Fees | $37,480 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,258 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYSON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $34,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,599 | $76,774-34.1% | $112,228-54.9% | $77,904-35.1% |
| Participation rate | 14.5% | 80.2%-65.7pp | 75.1%-60.6pp | 73.7%-59.2pp |
| Annual return | -13.77% | -10.25%-3.5pp | 27.45%-41.2pp | 12.21%-26.0pp |
| Employer contribution / active EE | $391 | $3,977-90.2% | $3,635-89.2% | $2,848-86.3% |
| Participant deferral / active EE | $885 | $3,778-76.6% | $4,728-81.3% | $4,806-81.6% |
| Admin fee / account holder | $351 | $239+47.1% | $6,410-94.5% | $133+165.1% |