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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 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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $90,181 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 16 · EIN 43-1451524 | Consulting | $27,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,931 |
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 | $83,744 | $79,519+5.3% | $95,952-12.7% | $73,409+14.1% |
| Participation rate | 93.8% | 81.2%+12.7pp | 77.1%+16.8pp | 72.2%+21.7pp |
| Annual return | 13.94% | 19.20%-5.3pp | 91.61%-77.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,454 | $2,048-29.0% | $2,541-42.8% | $2,234-34.9% |
| Participant deferral / active EE | $4,503 | $4,138+8.8% | $4,167+8.1% | $3,805+18.3% |
| Admin fee / account holder | $288 | $184+56.4% | $6,795-95.8% | $158+82.5% |