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.3 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $6,668 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,499 | $26,549+45.0% | $61,373-37.3% | $66,914-42.5% |
| Participation rate | 16.8% | 38.1%-21.3pp | 52.6%-35.8pp | 69.8%-53.0pp |
| Annual return | -14.22% | -16.21%+2.0pp | 338.61%-352.8pp | 1.58%-15.8pp |
| Employer contribution / active EE | $69 | $651-89.4% | $1,159-94.0% | $2,544-97.3% |
| Participant deferral / active EE | $1,315 | $1,338-1.7% | $2,125-38.1% | $4,237-69.0% |
| Admin fee / account holder | $130 | $409-68.2% | $2,130-93.9% | $593-78.1% |