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.4 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $20,761 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,812 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,097 | $60,124+53.2% | $90,404+1.9% | $79,858+15.3% |
| Participation rate | 95.4% | 65.0%+30.4pp | 72.7%+22.7pp | 69.6%+25.8pp |
| Annual return | 10.58% | 71.94%-61.4pp | 1293.02%-1282.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,395 | $2,068+15.8% | $3,262-26.6% | $2,471-3.1% |
| Participant deferral / active EE | $8,795 | $2,938+199.3% | $3,963+121.9% | $3,740+135.2% |
| Admin fee / account holder | $366 | $3,976-90.8% | $5,611-93.5% | $5,306-93.1% |