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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,124 |
KINNER & COMPANY, LTD4+ years Service code 10 · EIN 46-0400356 | Accounting | $6,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,508 | $49,138+53.7% | $84,015-10.1% | $65,185+15.8% |
| Participation rate | 40.2% | 60.7%-20.5pp | 69.0%-28.8pp | 70.2%-30.0pp |
| Annual return | 22.70% | 23.00%-0.3pp | 71.31%-48.6pp | 29.38%-6.7pp |
| Employer contribution / active EE | $701 | $914-23.3% | $1,983-64.7% | $2,177-67.8% |
| Participant deferral / active EE | $1,574 | $2,397-34.3% | $3,239-51.4% | $3,514-55.2% |
| Admin fee / account holder | $285 | $543-47.5% | $6,101-95.3% | $847-66.3% |