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 8-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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $14,140 |
RKL LLP5 years Filed as: RKL WEALTH MANAGEMENT LLC Service code 27 · EIN 23-3016440 | Advisory (Plan) | $9,527 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,361 |
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 | $24,613 | $61,156-59.8% | $185,823-86.8% | $79,386-69.0% |
| Participation rate | 58.1% | 66.6%-8.6pp | 81.7%-23.6pp | 70.7%-12.6pp |
| Annual return | 36.19% | 19.45%+16.7pp | 122.05%-85.9pp | 116.85%-80.7pp |
| Employer contribution / active EE | $531 | $2,321-77.1% | $5,167-89.7% | $2,427-78.1% |
| Participant deferral / active EE | $1,431 | $2,789-48.7% | $5,568-74.3% | $4,046-64.6% |
| Admin fee / account holder | $249 | $710-64.9% | $16,237-98.5% | $626-60.3% |