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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,837 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $39,972 |
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 | $74,667 | $87,125-14.3% | $108,410-31.1% | $86,799-14.0% |
| Participation rate | 77.3% | 80.5%-3.3pp | 80.1%-2.9pp | 72.3%+5.0pp |
| Annual return | 53.89% | 25.21%+28.7pp | 905.27%-851.4pp | 97.91%-44.0pp |
| Employer contribution / active EE | $1,664 | $2,477-32.8% | $3,558-53.2% | $2,405-30.8% |
| Participant deferral / active EE | $8,439 | $6,944+21.5% | $6,563+28.6% | $4,131+104.3% |
| Admin fee / account holder | $170 | $130+30.5% | $7,295-97.7% | $170+0.2% |