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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 7-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.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $31,308 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,593 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,381 | $88,581-74.7% | $145,661-84.6% | $74,304-69.9% |
| Participation rate | 71.8% | 64.9%+6.9pp | 77.2%-5.4pp | 60.3%+11.5pp |
| Annual return | 13.12% | 34.30%-21.2pp | 101.46%-88.3pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,119 | $2,612-57.2% | $4,238-73.6% | $2,241-50.1% |
| Participant deferral / active EE | $2,089 | $4,151-49.7% | $7,198-71.0% | $3,767-44.5% |
| Admin fee / account holder | $282 | $2,953-90.4% | $12,466-97.7% | $2,969-90.5% |