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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,583 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,067 |
ORENDA RETIREMENT, LLC4 years Service code 13 · EIN 36-4877979 | Contract Administrator | $19,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,600 | $96,484-16.5% | $156,263-48.4% | $74,304+8.5% |
| Participation rate | 58.6% | 67.7%-9.1pp | 78.9%-20.3pp | 60.3%-1.8pp |
| Annual return | 16.45% | 17.73%-1.3pp | 59.47%-43.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,151 | $2,528-14.9% | $4,333-50.4% | $2,241-4.0% |
| Participant deferral / active EE | $4,012 | $4,286-6.4% | $6,158-34.8% | $3,767+6.5% |
| Admin fee / account holder | $291 | $3,728-92.2% | $14,255-98.0% | $2,969-90.2% |