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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.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $23,752 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,225 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,464 | $69,231-47.3% | $91,989-60.4% | $67,579-46.0% |
| Participation rate | 73.0% | 78.9%-5.9pp | 78.6%-5.6pp | 71.3%+1.7pp |
| Annual return | 75.94% | 32.03%+43.9pp | 69.02%+6.9pp | 378.56%-302.6pp |
| Employer contribution / active EE | $1,884 | $2,284-17.5% | $3,452-45.4% | $2,148-12.3% |
| Participant deferral / active EE | $5,576 | $5,854-4.8% | $5,923-5.9% | $3,539+57.5% |
| Admin fee / account holder | $82 | $107-23.9% | $7,743-98.9% | $142-42.5% |