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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $231,592 |
AMERICAN FUNDS1 year Filed as: CAPITAL ANALYSTS INC Service code 16 · EIN 45-4846725 | Consulting | $38,312 |
GATEWAY WEALTH, INC.3+ years Service code 16 · EIN 34-1717234 | Consulting | $38,311 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,580 | $90,410-21.9% | $91,001-22.4% | $77,958-9.5% |
| Participation rate | 96.2% | 86.4%+9.8pp | 75.6%+20.6pp | 71.6%+24.6pp |
| Annual return | 14.72% | 21.34%-6.6pp | 4.60%+10.1pp | 20.87%-6.1pp |
| Employer contribution / active EE | $1,866 | $3,392-45.0% | $2,456-24.0% | $2,310-19.2% |
| Participant deferral / active EE | $4,595 | $4,816-4.6% | $3,547+29.5% | $3,537+29.9% |
| Admin fee / account holder | $202 | $79+156.5% | $5,417-96.3% | $97+107.9% |