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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.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $11,098 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $565 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,498 | $174,896-78.6% | $125,339-70.1% | - |
| Participation rate | 59.6% | 70.4%-10.8pp | 82.4%-22.8pp | - |
| Annual return | -18.99% | -12.90%-6.1pp | 572.05%-591.0pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,814-100.0% | - |
| Participant deferral / active EE | $4,743 | $6,354-25.4% | $7,446-36.3% | - |
| Admin fee / account holder | $118 | $56,117-99.8% | $10,010-98.8% | - |