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 15 · EIN 13-3689044 | Recordkeeping | $85,003 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 10 · EIN 34-1542819 | Accounting | $50,000 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,812 | $122,186-35.5% | $146,958-46.4% | $199,593-60.5% |
| Participation rate | 92.6% | 78.3%+14.3pp | 82.2%+10.4pp | 72.0%+20.6pp |
| Annual return | 16.26% | 30.56%-14.3pp | 418.34%-402.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $2,317 | $4,093-43.4% | $4,933-53.0% | $3,034-23.7% |
| Participant deferral / active EE | $8,176 | $8,502-3.8% | $8,070+1.3% | $5,087+60.7% |
| Admin fee / account holder | $109 | $179-39.1% | $12,998-99.2% | $269-59.5% |