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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $57,880 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $48,583 |
ADP BROKER-DEALER3+ 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 | $30,579 | $71,666-57.3% | $117,854-74.1% | $69,631-56.1% |
| Participation rate | 89.8% | 77.5%+12.3pp | 79.7%+10.1pp | 70.7%+19.1pp |
| Annual return | 16.26% | 18.86%-2.6pp | 335.08%-318.8pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $842 | $1,889-55.4% | $3,786-77.8% | $2,032-58.6% |
| Participant deferral / active EE | $2,527 | $3,340-24.3% | $4,482-43.6% | $3,224-21.6% |
| Admin fee / account holder | $105 | $120-13.0% | $8,020-98.7% | $110-5.2% |