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 5-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,134 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,057 |
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 | $73,505 | $185,342-60.3% | $111,297-34.0% | $86,799-15.3% |
| Participation rate | 90.6% | 81.0%+9.6pp | 77.3%+13.3pp | 72.3%+18.3pp |
| Annual return | 16.02% | 500.80%-484.8pp | 54.65%-38.6pp | 97.91%-81.9pp |
| Employer contribution / active EE | $1,933 | $2,246-14.0% | $2,731-29.2% | $2,405-19.7% |
| Participant deferral / active EE | $3,330 | $4,458-25.3% | $4,487-25.8% | $4,131-19.4% |
| Admin fee / account holder | $228 | $255-10.8% | $7,964-97.1% | $170+34.4% |