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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,864 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 49 287 TURNPIKE ROAD SUITE 250 · WESTBOROUGH, MA 01581 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,884 | $56,629+18.1% | $77,999-14.3% | $55,167+21.2% |
| Participation rate | 41.7% | 73.3%-31.6pp | 75.5%-33.9pp | 69.0%-27.3pp |
| Annual return | 9.29% | 2866.98%-2857.7pp | 425.96%-416.7pp | 169.23%-159.9pp |
| Employer contribution / active EE | $380 | $1,723-77.9% | $2,470-84.6% | $1,963-80.6% |
| Participant deferral / active EE | $2,369 | $2,777-14.7% | $3,497-32.3% | $3,054-22.4% |
| Admin fee / account holder | $21 | $467-95.4% | $5,480-99.6% | $504-95.7% |