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.9+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 41 W RIVERSIDE, SUITE 500 · SPOKANE, WA 99201 | Investment Management | $43,287 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0140847 PO BOX 1914 · BISMARCK, ND 58502 | Accounting | $12,400 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 42-1612198 P.O. BOX 1890 · SPOKANE VALLEY, WA 99037 | Recordkeeping | $10,225 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 91-1413616 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,016 | $49,693+6.7% | $70,515-24.8% | $74,419-28.8% |
| Participation rate | 34.8% | 64.7%-29.8pp | 68.3%-33.5pp | 70.7%-35.9pp |
| Annual return | 15.49% | 21.22%-5.7pp | 32.77%-17.3pp | 34.38%-18.9pp |
| Employer contribution / active EE | $848 | $1,773-52.2% | $2,973-71.5% | $2,637-67.8% |
| Participant deferral / active EE | $2,175 | $3,376-35.6% | $4,567-52.4% | $4,528-52.0% |
| Admin fee / account holder | $175 | $316-44.6% | $6,412-97.3% | $348-49.7% |