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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,710 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $21,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,981 | $50,815-29.2% | $155,509-76.9% | $77,643-53.7% |
| Participation rate | 98.4% | 63.1%+35.3pp | 78.2%+20.2pp | 70.6%+27.8pp |
| Annual return | 13.81% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $705 | $1,993-64.6% | $4,672-84.9% | $2,726-74.1% |
| Participant deferral / active EE | $3,349 | $2,822+18.7% | $5,626-40.5% | $4,647-27.9% |
| Admin fee / account holder | $124 | $437-71.7% | $15,912-99.2% | $430-71.2% |