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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $475 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $97,615 | $88,890+9.8% | $102,423-4.7% | $77,643+25.7% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.5pp |
| Annual return | 14.08% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,597 | $2,698-40.8% | $3,023-47.2% | $2,726-41.4% |
| Participant deferral / active EE | $4,492 | $5,145-12.7% | $5,053-11.1% | $4,647-3.3% |
| Admin fee / account holder | $0 | $235-99.8% | $9,451-100.0% | $430-99.9% |