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.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 16 · EIN 34-1542819 | Consulting | $35,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$73,129 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,454 | $101,317+16.9% | $146,958-19.4% | $74,495+59.0% |
| Participation rate | 77.0% | 75.5%+1.4pp | 82.2%-5.2pp | 67.2%+9.8pp |
| Annual return | 16.73% | 8730.91%-8714.2pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,918 | $3,810-23.4% | $4,933-40.9% | $2,623+11.2% |
| Participant deferral / active EE | $11,262 | $7,303+54.2% | $8,070+39.6% | $4,346+159.1% |
| Admin fee / account holder | -$119 | $1,739-106.8% | $12,998-100.9% | $1,942-106.1% |