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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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $138,567 |
DA DAVIDSON & CO3 years Filed as: D. A. DAVIDSON & CO. Service code 10 · EIN 81-0139474 | Accounting | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,131 | $73,404-23.5% | $87,100-35.6% | $67,579-16.9% |
| Participation rate | 92.7% | 80.9%+11.9pp | 76.9%+15.9pp | 71.3%+21.5pp |
| Annual return | 19.92% | 48.29%-28.4pp | 28.19%-8.3pp | 378.56%-358.6pp |
| Employer contribution / active EE | $1,503 | $2,014-25.4% | $2,521-40.4% | $2,148-30.0% |
| Participant deferral / active EE | $2,752 | $3,913-29.7% | $4,049-32.0% | $3,539-22.2% |
| Admin fee / account holder | $150 | $142+5.8% | $7,497-98.0% | $142+5.3% |