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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $154,313 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 33 · EIN 91-0189318 | Securities brokerage; Securities brok... | $11,214 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $336 |
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 | $81,357 | $52,293+55.6% | $178,490-54.4% | $73,409+10.8% |
| Participation rate | 98.4% | 65.3%+33.1pp | 81.9%+16.5pp | 72.2%+26.2pp |
| Annual return | 13.89% | 34.75%-20.9pp | 151.07%-137.2pp | 59.29%-45.4pp |
| Employer contribution / active EE | $609 | $1,735-64.9% | $5,011-87.8% | $2,234-72.7% |
| Participant deferral / active EE | $4,217 | $2,332+80.8% | $5,202-18.9% | $3,805+10.8% |
| Admin fee / account holder | $243 | $127+90.9% | $13,984-98.3% | $158+54.0% |