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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,905 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS WACHOVIA SECUR 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,278 | $63,299+9.4% | $91,001-23.9% | $62,292+11.2% |
| Participation rate | 45.4% | 73.3%-27.9pp | 75.6%-30.2pp | 69.5%-24.1pp |
| Annual return | 15.29% | 20.99%-5.7pp | 4.60%+10.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $376 | $1,807-79.2% | $2,456-84.7% | $2,042-81.6% |
| Participant deferral / active EE | $2,408 | $2,943-18.2% | $3,547-32.1% | $3,169-24.0% |
| Admin fee / account holder | $20 | $468-95.7% | $5,417-99.6% | $479-95.8% |