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 5-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 99 · EIN 47-1411118 | Other Fees | $16,810 |
WELLS THOMAS, LLC4 years Service code 49 · EIN 26-0228640 | Other Services | $7,802 |
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 | $48,625 | $59,417-18.2% | $93,606-48.1% | $74,495-34.7% |
| Participation rate | 81.7% | 59.7%+22.0pp | 68.7%+12.9pp | 67.2%+14.5pp |
| Annual return | 12.74% | 81.83%-69.1pp | 133.20%-120.5pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $378 | $1,264-70.1% | $2,420-84.4% | $2,623-85.6% |
| Participant deferral / active EE | $4,341 | $3,050+42.3% | $4,411-1.6% | $4,346-0.1% |
| Admin fee / account holder | $132 | $3,021-95.6% | $8,285-98.4% | $1,942-93.2% |