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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $339,522 |
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES INVESTMENTS Service code 16 · EIN 26-4789150 | Consulting | $87,500 |
WITHUMSMITH+BROWN, PC4+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $18,900 |
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 | $87,632 | $78,852+11.1% | $76,768+14.2% | $75,289+16.4% |
| Participation rate | 99.7% | 85.0%+14.7pp | 77.0%+22.7pp | 72.4%+27.3pp |
| Annual return | -3.48% | -1.29%-2.2pp | 2.43%-5.9pp | -0.04%-3.4pp |
| Employer contribution / active EE | $4,489 | $2,794+60.7% | $2,485+80.6% | $2,405+86.7% |
| Participant deferral / active EE | $6,458 | $4,800+34.5% | $3,852+67.7% | $3,739+72.7% |
| Admin fee / account holder | $89 | $79+12.8% | $6,675-98.7% | $102-12.9% |