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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,126 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,971 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 49 · EIN 54-0504608 | Other Services | $15,556 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,374 | $86,944-19.1% | $107,525-34.6% | $74,304-5.3% |
| Participation rate | 99.3% | 59.6%+39.7pp | 75.1%+24.2pp | 60.3%+38.9pp |
| Annual return | 8.10% | 23.52%-15.4pp | 181.32%-173.2pp | 29.43%-21.3pp |
| Employer contribution / active EE | $3,509 | $2,757+27.3% | $3,754-6.5% | $2,241+56.6% |
| Participant deferral / active EE | $4,478 | $3,554+26.0% | $5,116-12.5% | $3,767+18.9% |
| Admin fee / account holder | $261 | $3,727-93.0% | $8,919-97.1% | $2,969-91.2% |