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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,049 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $13,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,235 | $44,960-15.0% | $84,966-55.0% | $74,495-48.7% |
| Participation rate | 44.4% | 49.4%-4.9pp | 67.5%-23.1pp | 67.2%-22.8pp |
| Annual return | -3.32% | 26.24%-29.6pp | 66.38%-69.7pp | 1364.94%-1368.3pp |
| Employer contribution / active EE | $1,874 | $1,457+28.6% | $2,727-31.3% | $2,623-28.6% |
| Participant deferral / active EE | $3,511 | $2,731+28.6% | $4,519-22.3% | $4,346-19.2% |
| Admin fee / account holder | $693 | $2,209-68.6% | $6,149-88.7% | $1,942-64.3% |