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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 | $95,685 |
Filed as: GLOBAL RETIRMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $65,791 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH BROWN Service code 10 · EIN 22-2027092 | Accounting | $23,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,246 | $52,670-8.4% | $90,404-46.6% | $73,409-34.3% |
| Participation rate | 65.8% | 67.7%-1.8pp | 72.7%-6.8pp | 72.2%-6.3pp |
| Annual return | 19.45% | 20.70%-1.2pp | 1293.02%-1273.6pp | 59.29%-39.8pp |
| Employer contribution / active EE | $2,052 | $1,872+9.6% | $3,262-37.1% | $2,234-8.2% |
| Participant deferral / active EE | $5,823 | $2,807+107.5% | $3,963+46.9% | $3,805+53.0% |
| Admin fee / account holder | $262 | $117+124.4% | $5,611-95.3% | $158+66.0% |