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.3 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $23,396 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,025 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,054 | $82,978-59.0% | $129,995-73.8% | $71,457-52.3% |
| Participation rate | 89.4% | 74.1%+15.3pp | 78.5%+10.9pp | 67.9%+21.4pp |
| Annual return | 18.07% | 20.60%-2.5pp | -137.18%+155.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $793 | $2,622-69.7% | $4,320-81.6% | $2,588-69.3% |
| Participant deferral / active EE | $5,676 | $4,432+28.1% | $5,820-2.5% | $4,289+32.3% |
| Admin fee / account holder | $131 | $1,729-92.4% | $10,614-98.8% | $1,587-91.8% |