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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,272 |
IRA GROUP1 year Filed as: IRA GROUP, INC. Service code 27 · EIN 58-1989031 | Advisory (Plan) | $71,642 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,886 |
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 | $99,430 | $66,528+49.5% | $86,874+14.5% | $86,799+14.6% |
| Participation rate | 95.9% | 72.4%+23.5pp | 71.6%+24.2pp | 72.3%+23.6pp |
| Annual return | 16.25% | 19.56%-3.3pp | 63.52%-47.3pp | 97.91%-81.7pp |
| Employer contribution / active EE | $4,691 | $2,007+133.7% | $2,495+88.0% | $2,405+95.0% |
| Participant deferral / active EE | $6,414 | $3,240+98.0% | $3,699+73.4% | $4,131+55.3% |
| Admin fee / account holder | $170 | $148+14.6% | $5,828-97.1% | $170+0.1% |