See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $14,745 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,573 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,609 | $49,915-52.7% | $154,803-84.7% | $74,304-68.2% |
| Participation rate | 94.8% | 54.0%+40.8pp | 78.1%+16.7pp | 60.3%+34.4pp |
| Annual return | 20.47% | 34.06%-13.6pp | 58.88%-38.4pp | 29.43%-9.0pp |
| Employer contribution / active EE | $789 | $1,611-51.1% | $4,305-81.7% | $2,241-64.8% |
| Participant deferral / active EE | $3,618 | $2,255+60.5% | $5,540-34.7% | $3,767-4.0% |
| Admin fee / account holder | $96 | $2,189-95.6% | $14,329-99.3% | $2,969-96.8% |