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.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $28,881 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,774 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,025 | $88,890-40.3% | $102,423-48.2% | $77,643-31.7% |
| Participation rate | 57.5% | 80.9%-23.4pp | 76.5%-19.0pp | 70.6%-13.1pp |
| Annual return | 17.64% | 24.98%-7.3pp | 29.32%-11.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $1,203 | $2,698-55.4% | $3,023-60.2% | $2,726-55.9% |
| Participant deferral / active EE | $3,954 | $5,145-23.2% | $5,053-21.8% | $4,647-14.9% |
| Admin fee / account holder | $287 | $235+21.9% | $9,451-97.0% | $430-33.3% |