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.7 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $42,401 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,584 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,385 | $88,083+0.3% | $164,813-46.4% | $74,495+18.6% |
| Participation rate | 95.3% | 73.0%+22.2pp | 78.6%+16.7pp | 67.2%+28.1pp |
| Annual return | 11.33% | 17.26%-5.9pp | 69.93%-58.6pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $4,250 | $2,593+63.9% | $4,341-2.1% | $2,623+62.0% |
| Participant deferral / active EE | $7,841 | $4,498+74.3% | $6,031+30.0% | $4,346+80.4% |
| Admin fee / account holder | $231 | $2,234-89.7% | $12,690-98.2% | $1,942-88.1% |