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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $172,840 |
WINSTON & STRAWN LLP2 years Service code 29 · EIN 36-1975990 | Legal | $139,571 |
SWEENEY CONRAD, P.S.4 years Service code 10 · EIN 91-1301672 | Accounting | $20,000 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,067 | $39,948+180.5% | $89,391+25.4% | $73,409+52.7% |
| Participation rate | 94.8% | 50.4%+44.3pp | 68.0%+26.8pp | 72.2%+22.6pp |
| Annual return | 13.92% | 50.12%-36.2pp | 245.62%-231.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $108 | $1,200-91.0% | $2,586-95.8% | $2,234-95.2% |
| Participant deferral / active EE | $6,367 | $2,193+190.4% | $3,890+63.7% | $3,805+67.3% |
| Admin fee / account holder | $201 | $134+49.5% | $4,881-95.9% | $158+27.1% |