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.1 year Filed as: WELLS FARGO BNK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $871,477 |
DATAMARK MAILING SERVICES1 year Service code 49 · EIN 61-1328572 | Other Services | $27,840 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT USA INC Service code 27 · EIN 22-2232264 | Advisory (Plan) | $22,505 |
Filed as: MORRIS MANNING & MARTIN LLP Service code 29 · EIN 58-1269995 | Legal | $18,531 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $16,000 |
ALIGHT SOLUTIONS LLC1 year Service code 49 · EIN 82-1061233 | Other Services | $11,437 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $8,133 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,198 | $123,048-72.2% | $81,983-58.3% | $106,222-67.8% |
| Participation rate | 18.1% | 65.1%-46.9pp | 69.2%-51.1pp | 70.8%-52.7pp |
| Annual return | 10.84% | 14.83%-4.0pp | 41.31%-30.5pp | 21.69%-10.9pp |
| Employer contribution / active EE | $155 | $3,893-96.0% | $2,498-93.8% | $2,723-94.3% |
| Participant deferral / active EE | $498 | $4,168-88.1% | $3,722-86.6% | $4,600-89.2% |
| Admin fee / account holder | $84 | $116-27.6% | $5,664-98.5% | $78+7.4% |