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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $117,604 |
ENTERPRISE BANK & TRUST3+ years Filed as: ENTERPRISE VALUE CONSULTING, LLC Service code 34 · EIN 56-2238064 | Valuation (appraisals, etc.) | $6,000 |
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 | $77,551 | $65,223+18.9% | $80,019-3.1% | $55,725+39.2% |
| Participation rate | 71.1% | 80.6%-9.4pp | 75.8%-4.7pp | 70.9%+0.3pp |
| Annual return | 9.04% | 7.59%+1.4pp | 11.22%-2.2pp | 244.93%-235.9pp |
| Employer contribution / active EE | $1,978 | $2,544-22.3% | $2,468-19.9% | $2,078-4.8% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $287 | $114+151.4% | $6,521-95.6% | $115+149.2% |