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 9-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 | $25,980 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,023 | $93,030-66.7% | $76,080-59.2% | $93,030-66.7% |
| Participation rate | 93.6% | 73.9%+19.7pp | 79.4%+14.1pp | 73.9%+19.7pp |
| Annual return | 12.94% | 158.70%-145.8pp | 42.50%-29.6pp | 158.70%-145.8pp |
| Employer contribution / active EE | $1,683 | $2,706-37.8% | $3,962-57.5% | $2,706-37.8% |
| Participant deferral / active EE | $2,794 | $4,562-38.8% | $4,905-43.0% | $4,562-38.8% |
| Admin fee / account holder | $25 | $152-83.5% | $4,883-99.5% | $152-83.5% |