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 Service code 15 · EIN 94-1347393 | Recordkeeping | $25,571 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $8,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,879 | $49,138+34.1% | $84,015-21.6% | $65,185+1.1% |
| Participation rate | 96.7% | 60.7%+36.0pp | 69.0%+27.7pp | 70.2%+26.5pp |
| Annual return | 20.56% | 23.00%-2.4pp | 71.31%-50.7pp | 29.38%-8.8pp |
| Employer contribution / active EE | $830 | $914-9.1% | $1,983-58.1% | $2,177-61.9% |
| Participant deferral / active EE | $5,871 | $2,397+144.9% | $3,239+81.3% | $3,514+67.1% |
| Admin fee / account holder | $180 | $543-66.8% | $6,101-97.0% | $847-78.7% |