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.3+ years Service code 15 · EIN 80-6052574 | Recordkeeping | $209,841 |
SIGMA FINANCIAL CORPORATION3+ years Filed as: SIGMA PLANNING CORPORATION Service code 16 · EIN 38-2472558 | Consulting | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,579 | $52,149-31.8% | $122,332-70.9% | $77,958-54.4% |
| Participation rate | 96.6% | 58.6%+38.1pp | 71.6%+25.0pp | 71.6%+25.0pp |
| Annual return | 17.33% | 17.75%-0.4pp | 30.27%-12.9pp | 20.87%-3.5pp |
| Employer contribution / active EE | $1,295 | $1,750-26.0% | $4,050-68.0% | $2,310-44.0% |
| Participant deferral / active EE | $2,427 | $2,114+14.8% | $3,287-26.2% | $3,537-31.4% |
| Admin fee / account holder | $94 | $93+1.0% | $5,478-98.3% | $97-3.3% |