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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,869 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $55,352 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,187 | $42,886+89.3% | $88,946-8.7% | $85,563-5.1% |
| Participation rate | 97.4% | 37.9%+59.5pp | 68.8%+28.6pp | 66.0%+31.4pp |
| Annual return | 19.09% | 44.56%-25.5pp | 57.82%-38.7pp | 31.51%-12.4pp |
| Employer contribution / active EE | $5,119 | $1,147+346.3% | $2,555+100.3% | $2,654+92.9% |
| Participant deferral / active EE | $4,907 | $2,108+132.8% | $4,581+7.1% | $4,375+12.1% |
| Admin fee / account holder | $349 | $2,263-84.6% | $8,261-95.8% | $834-58.2% |