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.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $11,197 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,054 | $34,677-53.7% | $77,024-79.2% | $64,808-75.2% |
| Participation rate | 48.2% | 49.8%-1.6pp | 67.9%-19.7pp | 71.5%-23.2pp |
| Annual return | -19.12% | -5.33%-13.8pp | 42.32%-61.4pp | 32.82%-51.9pp |
| Employer contribution / active EE | $864 | $1,370-36.9% | $2,812-69.3% | $2,506-65.5% |
| Participant deferral / active EE | $1,686 | $2,556-34.0% | $4,426-61.9% | $4,310-60.9% |
| Admin fee / account holder | $91 | $179-48.8% | $5,425-98.3% | $188-51.3% |