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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,004 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $34,000 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $14,250 |
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 | $317,537 | $98,727+221.6% | $113,168+180.6% | $85,563+271.1% |
| Participation rate | 98.2% | 80.8%+17.4pp | 76.6%+21.6pp | 66.0%+32.2pp |
| Annual return | 15.34% | 17.43%-2.1pp | 24.27%-8.9pp | 31.51%-16.2pp |
| Employer contribution / active EE | $6,188 | $2,907+112.9% | $2,975+108.0% | $2,654+133.2% |
| Participant deferral / active EE | $21,295 | $5,424+292.6% | $5,107+317.0% | $4,375+386.7% |
| Admin fee / account holder | $181 | $357-49.1% | $12,068-98.5% | $834-78.2% |