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 Service code 15 · EIN 94-1347393 | Recordkeeping | $372,082 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INVESTMENTS Service code 27 · EIN 26-4789150 | Advisory (Plan) | $93,750 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN BENEFITS GROUP LLC Service code 10 · EIN 43-1755727 | Accounting | $16,900 |
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 | $114,537 | $176,491-35.1% | $95,952+19.4% | $90,288+26.9% |
| Participation rate | 96.3% | 86.6%+9.8pp | 77.1%+19.3pp | 73.4%+23.0pp |
| Annual return | 13.38% | 20.14%-6.8pp | 91.61%-78.2pp | 53.97%-40.6pp |
| Employer contribution / active EE | $2,465 | $2,789-11.6% | $2,541-3.0% | $2,524-2.3% |
| Participant deferral / active EE | $7,138 | $5,340+33.7% | $4,167+71.3% | $4,232+68.6% |
| Admin fee / account holder | $113 | $154-26.9% | $6,795-98.3% | $114-1.2% |