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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $217,508 |
AMERICAN FUNDS2 years Filed as: CAPITAL ANALYSTS INC Service code 16 · EIN 45-4846725 | Consulting | $42,028 |
GATEWAY WEALTH, INC.4+ years Service code 16 · EIN 34-1717234 | Consulting | $42,028 |
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 | $64,909 | $134,045-51.6% | $80,019-18.9% | $75,289-13.8% |
| Participation rate | 96.3% | 85.8%+10.5pp | 75.8%+20.5pp | 72.4%+23.9pp |
| Annual return | -5.03% | -0.56%-4.5pp | 11.22%-16.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,050 | $3,492-41.3% | $2,468-16.9% | $2,405-14.8% |
| Participant deferral / active EE | $4,885 | $4,976-1.8% | $3,686+32.5% | $3,739+30.7% |
| Admin fee / account holder | $194 | $124+56.4% | $6,521-97.0% | $102+89.4% |