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.3+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $59,303 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,866 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,003 | $69,305+22.7% | $82,313+3.3% | $69,631+22.1% |
| Participation rate | 93.8% | 80.3%+13.5pp | 76.9%+16.9pp | 70.7%+23.1pp |
| Annual return | 18.63% | 21.47%-2.8pp | 25.88%-7.2pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,940 | $1,887+2.8% | $2,428-20.1% | $2,032-4.5% |
| Participant deferral / active EE | $6,825 | $3,568+91.3% | $3,706+84.2% | $3,224+111.7% |
| Admin fee / account holder | $202 | $97+107.8% | $5,608-96.4% | $110+82.9% |