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.1 year Filed as: BRYAN POOLS - WELLS FARGO CLEARING Service code 61 2843 CAHABA ROAD · BIRMINGHAM, AL 35223 | Finders' fees / placement fees | $7,407 |
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 36-1543746 | Pension Consulting | $3,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,812 | $72,404-87.8% | $110,238-92.0% | $64,186-86.3% |
| Participation rate | 53.1% | 73.3%-20.2pp | 79.8%-26.7pp | 69.6%-16.4pp |
| Annual return | -5.15% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $314 | $2,282-86.2% | $3,826-91.8% | $2,381-86.8% |
| Participant deferral / active EE | $1,727 | $3,469-50.2% | $4,672-63.0% | $3,470-50.2% |
| Admin fee / account holder | $189 | $5,664-96.7% | $8,547-97.8% | $4,888-96.1% |