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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $429,622 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $138,678 |
AMERICAN FUNDS5 years Filed as: CAPITAL STRATEGIES INVESTMENTS Service code 27 · EIN 26-4789150 | Advisory (Plan) | $37,500 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-1755727 | Accounting | $16,100 |
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 | $127,684 | $185,342-31.1% | $111,297+14.7% | $86,799+47.1% |
| Participation rate | 84.5% | 81.0%+3.5pp | 77.3%+7.2pp | 72.3%+12.2pp |
| Annual return | 15.01% | 500.80%-485.8pp | 54.65%-39.6pp | 97.91%-82.9pp |
| Employer contribution / active EE | $4,171 | $2,246+85.7% | $2,731+52.7% | $2,405+73.4% |
| Participant deferral / active EE | $21,820 | $4,458+389.4% | $4,487+386.3% | $4,131+428.2% |
| Admin fee / account holder | $296 | $255+15.9% | $7,964-96.3% | $170+74.6% |