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 |
|---|---|---|
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 13 · EIN 52-0783935 | Contract Administrator | $7,820 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,625 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 401 S TRYON ST · CHARLOTTE, NC 28081 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,039 | $47,126-66.0% | $149,673-89.3% | $74,419-78.4% |
| Participation rate | 42.1% | 63.4%-21.3pp | 78.8%-36.7pp | 70.7%-28.6pp |
| Annual return | 15.06% | 22.75%-7.7pp | 134.42%-119.4pp | 34.38%-19.3pp |
| Employer contribution / active EE | $585 | $1,905-69.3% | $4,818-87.9% | $2,637-77.8% |
| Participant deferral / active EE | $790 | $2,728-71.0% | $5,680-86.1% | $4,528-82.5% |
| Admin fee / account holder | $51 | $343-85.2% | $13,210-99.6% | $348-85.4% |