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 | $301,393 |
WINSTON & STRAWN LLP1 year Service code 29 · EIN 36-1975990 | Legal | $112,369 |
FINDLEY3 years Service code 16 · EIN 34-1213174 | Consulting | $37,505 |
SWEENEY CONRAD, P.S.1 year Service code 10 · EIN 91-1301672 | Accounting | $17,000 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,034 | $74,462+89.4% | $81,983+72.0% | $90,288+56.2% |
| Participation rate | 68.7% | 69.7%-0.9pp | 69.2%-0.5pp | 73.4%-4.6pp |
| Annual return | 13.87% | 17.56%-3.7pp | 41.31%-27.4pp | 53.97%-40.1pp |
| Employer contribution / active EE | $936 | $2,334-59.9% | $2,498-62.5% | $2,524-62.9% |
| Participant deferral / active EE | $4,941 | $3,602+37.2% | $3,722+32.8% | $4,232+16.7% |
| Admin fee / account holder | $201 | $98+105.0% | $5,664-96.5% | $114+76.1% |