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 | $44,586 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,602 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,491 | $84,936+356.2% | $111,297+248.2% | $79,386+388.1% |
| Participation rate | 92.7% | 75.9%+16.9pp | 77.3%+15.4pp | 70.7%+22.0pp |
| Annual return | 15.00% | 17.45%-2.5pp | 54.65%-39.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $8,390 | $1,979+323.9% | $2,731+207.2% | $2,427+245.6% |
| Participant deferral / active EE | $4,999 | $3,888+28.6% | $4,487+11.4% | $4,046+23.6% |
| Admin fee / account holder | $432 | $537-19.6% | $7,964-94.6% | $626-31.1% |