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 ADVISORS Service code 26 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Advisory (Participants) | $33,406 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $25,854 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,103 | $88,634-63.8% | $101,326-68.3% | $74,304-56.8% |
| Participation rate | 98.5% | 76.9%+21.6pp | 81.5%+17.0pp | 60.3%+38.1pp |
| Annual return | 15.52% | 33.10%-17.6pp | 36.82%-21.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,045 | $2,930-64.3% | $3,665-71.5% | $2,241-53.4% |
| Participant deferral / active EE | $5,441 | $7,322-25.7% | $7,994-31.9% | $3,767+44.4% |
| Admin fee / account holder | $267 | $2,425-89.0% | $11,185-97.6% | $2,969-91.0% |