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.5 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $10,389 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,086 | $45,602-14.3% | $117,472-66.7% | $66,914-41.6% |
| Participation rate | 23.8% | 57.6%-33.8pp | 70.6%-46.8pp | 69.8%-46.0pp |
| Annual return | -15.03% | -16.74%+1.7pp | 29.74%-44.8pp | 1.58%-16.6pp |
| Employer contribution / active EE | $588 | $1,579-62.7% | $4,176-85.9% | $2,544-76.9% |
| Participant deferral / active EE | $1,403 | $2,845-50.7% | $4,070-65.5% | $4,237-66.9% |
| Admin fee / account holder | $197 | $661-70.2% | $5,645-96.5% | $593-66.8% |