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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,923 |
LPL FINANCIAL5+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,127 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,813 | $50,666-3.7% | $76,817-36.5% | $65,185-25.1% |
| Participation rate | 64.9% | 68.8%-3.9pp | 72.1%-7.2pp | 70.2%-5.3pp |
| Annual return | 20.56% | 28.51%-8.0pp | 1166.11%-1145.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,002 | $1,575-36.4% | $2,302-56.5% | $2,177-54.0% |
| Participant deferral / active EE | $1,829 | $2,647-30.9% | $3,336-45.2% | $3,514-47.9% |
| Admin fee / account holder | $275 | $463-40.6% | $6,420-95.7% | $847-67.5% |