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 ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $14,077 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,333 |
ADP BROKER-DEALER4 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,402 | $40,385-42.1% | $80,569-71.0% | $74,419-68.6% |
| Participation rate | 36.5% | 47.4%-10.9pp | 67.0%-30.5pp | 70.7%-34.2pp |
| Annual return | 24.57% | 164.85%-140.3pp | 935.43%-910.9pp | 34.38%-9.8pp |
| Employer contribution / active EE | $807 | $1,496-46.0% | $2,723-70.4% | $2,637-69.4% |
| Participant deferral / active EE | $1,478 | $2,674-44.7% | $4,447-66.8% | $4,528-67.4% |
| Admin fee / account holder | $95 | $720-86.9% | $5,377-98.2% | $348-72.8% |