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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $437,835 |
AMERICAN FUNDS3 years Filed as: CAPITAL STRATEGIES INVESTMENTS Service code 10 · EIN 26-4789150 | Accounting | $88,600 |
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 | $102,146 | $105,247-2.9% | $87,100+17.3% | $77,787+31.3% |
| Participation rate | 99.3% | 85.8%+13.5pp | 76.9%+22.4pp | 73.2%+26.1pp |
| Annual return | 20.53% | 24.52%-4.0pp | 28.19%-7.7pp | 32.57%-12.0pp |
| Employer contribution / active EE | $2,198 | $2,895-24.1% | $2,521-12.8% | $2,504-12.2% |
| Participant deferral / active EE | $6,673 | $5,060+31.9% | $4,049+64.8% | $3,967+68.2% |
| Admin fee / account holder | $104 | $1040% | $7,497-98.6% | $100+4.4% |