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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $67,091 |
PAVILLION ADVISORY GROUP, INC.1+ years Service code 10 · EIN 20-1079566 | Accounting | $24,786 |
4WEALTH CPAS1+ years Service code 10 · EIN 46-1208535 | Accounting | $7,000 |
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 | $59,759 | $38,925+53.5% | $73,843-19.1% | $55,191+8.3% |
| Participation rate | 91.0% | 66.0%+25.0pp | 73.4%+17.6pp | 69.2%+21.9pp |
| Annual return | -1.04% | 6.31%-7.4pp | 2267.84%-2268.9pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,880 | $1,695+10.9% | $2,787-32.6% | $1,899-1.0% |
| Participant deferral / active EE | $5,005 | $2,351+112.9% | $3,583+39.7% | $3,046+64.3% |
| Admin fee / account holder | $272 | $83+228.2% | $4,880-94.4% | $91+199.5% |