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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,908 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $34,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,790 | $88,890+222.6% | $102,423+180.0% | $77,643+269.4% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 18.96% | 24.98%-6.0pp | 29.32%-10.4pp | 31.24%-12.3pp |
| Employer contribution / active EE | $6,211 | $2,698+130.2% | $3,023+105.4% | $2,726+127.8% |
| Participant deferral / active EE | $20,603 | $5,145+300.4% | $5,053+307.8% | $4,647+343.3% |
| Admin fee / account holder | $155 | $235-34.2% | $9,451-98.4% | $430-64.0% |