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.5 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $22,105 |
KREISCHER MILLER3 years Filed as: KREISCHER MILLER CARROLL ENGINEERIN Service code 15 · EIN 23-1980475 | Recordkeeping | $14,650 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,251 | $77,660+211.9% | $109,143+122.0% | $79,386+205.2% |
| Participation rate | 83.5% | 67.8%+15.7pp | 75.9%+7.6pp | 70.7%+12.8pp |
| Annual return | 13.31% | 23.44%-10.1pp | 25.75%-12.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $4,023 | $2,797+43.8% | $3,722+8.1% | $2,427+65.7% |
| Participant deferral / active EE | $11,664 | $3,518+231.6% | $4,653+150.7% | $4,046+188.3% |
| Admin fee / account holder | $353 | $732-51.7% | $6,752-94.8% | $626-43.6% |