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.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $44,969 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,003 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,196 | $164,864-81.7% | $453,369-93.3% | $93,030-67.5% |
| Participation rate | 96.7% | 84.2%+12.5pp | 78.0%+18.7pp | 73.9%+22.8pp |
| Annual return | 20.55% | 17.89%+2.7pp | 64.40%-43.8pp | 158.70%-138.1pp |
| Employer contribution / active EE | $1,662 | $3,519-52.8% | $4,070-59.2% | $2,706-38.6% |
| Participant deferral / active EE | $5,451 | $5,690-4.2% | $6,209-12.2% | $4,562+19.5% |
| Admin fee / account holder | $59 | $104-43.6% | $11,209-99.5% | $152-61.3% |