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.10+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 41 W RIVERSIDE, SUITE 500 · SPOKANE, WA 99201 | Investment Management | $46,602 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 42-1612198 P.O. BOX 1890 · SPOKANE VALLEY, WA 99037 | Recordkeeping | $12,555 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 91-1413616 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,450 |
EIDE BAILLY LLP7 years Service code 10 · EIN 45-0140847 PO BOX 1914 · BISMARCK, ND 58502 | Accounting | $1,600 |
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 | $65,003 | $55,416+17.3% | $75,972-14.4% | $77,643-16.3% |
| Participation rate | 38.1% | 63.6%-25.5pp | 69.1%-31.0pp | 70.6%-32.5pp |
| Annual return | 12.45% | 17.07%-4.6pp | 359.55%-347.1pp | 31.24%-18.8pp |
| Employer contribution / active EE | $879 | $1,788-50.8% | $2,685-67.2% | $2,726-67.7% |
| Participant deferral / active EE | $2,271 | $3,447-34.1% | $4,255-46.6% | $4,647-51.1% |
| Admin fee / account holder | $201 | $414-51.5% | $6,467-96.9% | $430-53.4% |