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 7-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,721 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 27 · EIN 47-1566880 | Advisory (Plan) | $34,942 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,369 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,220 | $185,342-67.0% | $111,297-45.0% | $86,799-29.5% |
| Participation rate | 83.6% | 81.0%+2.6pp | 77.3%+6.3pp | 72.3%+11.3pp |
| Annual return | 17.27% | 500.80%-483.5pp | 54.65%-37.4pp | 97.91%-80.6pp |
| Employer contribution / active EE | $2,064 | $2,246-8.1% | $2,731-24.4% | $2,405-14.2% |
| Participant deferral / active EE | $3,556 | $4,458-20.2% | $4,487-20.7% | $4,131-13.9% |
| Admin fee / account holder | $166 | $255-34.9% | $7,964-97.9% | $170-1.9% |