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.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $52,694 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $42,598 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,012 | $107,378-74.8% | $108,579-75.1% | $57,658-53.2% |
| Participation rate | 87.4% | 77.1%+10.3pp | 79.6%+7.8pp | 70.2%+17.1pp |
| Annual return | 6.88% | 12.80%-5.9pp | -51.70%+58.6pp | 5.13%+1.7pp |
| Employer contribution / active EE | $556 | $1,782-68.8% | $3,758-85.2% | $1,974-71.8% |
| Participant deferral / active EE | $2,239 | $3,221-30.5% | $4,311-48.1% | $3,061-26.8% |
| Admin fee / account holder | $98 | $108-9.8% | $7,645-98.7% | $95+3.5% |