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 Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $21,195 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,834 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,850 | $45,031-29.3% | $84,966-62.5% | $77,643-59.0% |
| Participation rate | 34.3% | 48.7%-14.4pp | 67.5%-33.2pp | 70.6%-36.3pp |
| Annual return | 29.17% | 79.22%-50.0pp | 66.38%-37.2pp | 31.24%-2.1pp |
| Employer contribution / active EE | $1,179 | $1,609-26.7% | $2,727-56.8% | $2,726-56.7% |
| Participant deferral / active EE | $2,118 | $2,807-24.6% | $4,519-53.1% | $4,647-54.4% |
| Admin fee / account holder | $124 | $912-86.3% | $6,149-98.0% | $430-71.1% |