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 9-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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,553 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $44,523 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,838 | $100,227-51.3% | $169,993-71.3% | $74,419-34.4% |
| Participation rate | 89.4% | 87.3%+2.1pp | 87.0%+2.4pp | 70.7%+18.7pp |
| Annual return | 17.78% | 66.08%-48.3pp | 53.37%-35.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $758 | $4,263-82.2% | $6,785-88.8% | $2,637-71.3% |
| Participant deferral / active EE | $6,834 | $7,143-4.3% | $10,408-34.3% | $4,528+50.9% |
| Admin fee / account holder | $218 | $234-7.1% | $12,815-98.3% | $348-37.4% |