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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $25,273 |
GROUP 3 FINANCIAL, LLC1 year Service code 27 · EIN 47-3204636 | Advisory (Plan) | $3,000 |
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $3,000 |
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 | $46,741 | $44,221+5.7% | $121,196-61.4% | $56,287-17.0% |
| Participation rate | 58.3% | 61.1%-2.8pp | 71.7%-13.4pp | 69.9%-11.6pp |
| Annual return | -6.71% | -3.58%-3.1pp | 16.93%-23.6pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,061 | $1,480+39.3% | $4,022-48.8% | $2,111-2.4% |
| Participant deferral / active EE | $3,730 | $2,521+47.9% | $3,344+11.5% | $3,350+11.3% |
| Admin fee / account holder | $286 | $480-40.5% | $5,019-94.3% | $521-45.1% |