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.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $5,185 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,065 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,715 | $46,722-23.6% | $130,648-72.7% | $65,185-45.2% |
| Participation rate | 24.8% | 60.9%-36.1pp | 71.7%-46.9pp | 70.2%-45.4pp |
| Annual return | 18.77% | 24.17%-5.4pp | 1708.96%-1690.2pp | 29.38%-10.6pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $773 | $2,545-69.6% | $3,603-78.6% | $3,514-78.0% |
| Admin fee / account holder | $153 | $453-66.2% | $5,464-97.2% | $847-81.9% |