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 37 · EIN 04-2647786 | Loan Processing | $24,545 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,289 |
BEACHFLEISCHMAN PC6+ years Service code 10 · EIN 86-0683059 | Accounting | $11,900 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 23-2384840 | Consulting | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,973 | $43,466+19.6% | $90,951-42.9% | $90,288-42.4% |
| Participation rate | 96.8% | 62.5%+34.3pp | 69.0%+27.8pp | 73.4%+23.4pp |
| Annual return | 17.94% | 25.26%-7.3pp | 134.60%-116.7pp | 53.97%-36.0pp |
| Employer contribution / active EE | $491 | $840-41.6% | $2,122-76.9% | $2,524-80.6% |
| Participant deferral / active EE | $4,501 | $2,138+110.6% | $3,373+33.4% | $4,232+6.4% |
| Admin fee / account holder | $41 | $92-55.2% | $5,959-99.3% | $114-63.9% |