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 13 · EIN 42-0127290 | Contract Administrator | $74,463 |
EJREYNOLDS, INC.2 years Filed as: EJREYNOLDS INC. Service code 49 · EIN 59-2265857 9050 PINES BLVD., SUITE 202 · PEMBROKE PINES, FL 33024 | Other Services | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,433 | $89,436-49.2% | $164,813-72.4% | $77,643-41.5% |
| Participation rate | 96.2% | 78.6%+17.6pp | 78.6%+17.6pp | 70.6%+25.6pp |
| Annual return | 12.84% | 28.83%-16.0pp | 69.93%-57.1pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,427 | $2,569-44.5% | $4,341-67.1% | $2,726-47.7% |
| Participant deferral / active EE | $3,362 | $4,897-31.4% | $6,031-44.3% | $4,647-27.7% |
| Admin fee / account holder | $236 | $339-30.4% | $12,690-98.1% | $430-45.1% |