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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,646 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,351 | $37,134-7.5% | $100,671-65.9% | $52,331-34.4% |
| Participation rate | 63.4% | 57.7%+5.7pp | 70.7%-7.4pp | 68.1%-4.8pp |
| Annual return | 0.85% | 0.10%+0.7pp | 20.43%-19.6pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,078 | $1,187+75.0% | $4,012-48.2% | $1,882+10.4% |
| Participant deferral / active EE | $3,711 | $2,163+71.5% | $3,144+18.1% | $3,022+22.8% |
| Admin fee / account holder | $272 | $467-41.8% | $4,850-94.4% | $592-54.0% |