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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,239 |
BEACHFLEISCHMAN PC8+ years Service code 10 · EIN 86-0683059 | Accounting | $15,700 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,855 | $39,973+27.2% | $79,550-36.1% | $77,904-34.7% |
| Participation rate | 97.7% | 64.6%+33.1pp | 69.5%+28.2pp | 73.7%+24.0pp |
| Annual return | -16.94% | 3.42%-20.4pp | 0.16%-17.1pp | 12.21%-29.1pp |
| Employer contribution / active EE | $447 | $1,088-58.9% | $2,413-81.5% | $2,848-84.3% |
| Participant deferral / active EE | $6,301 | $2,774+127.1% | $3,985+58.1% | $4,806+31.1% |
| Admin fee / account holder | $20 | $113-82.4% | $6,832-99.7% | $133-85.0% |