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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $63,896 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $55,658 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,199 | $62,267-51.5% | $110,238-72.6% | $55,725-45.8% |
| Participation rate | 90.9% | 78.1%+12.7pp | 79.8%+11.0pp | 70.9%+20.0pp |
| Annual return | -7.01% | -1.07%-5.9pp | 314.74%-321.8pp | 244.93%-251.9pp |
| Employer contribution / active EE | $953 | $1,941-50.9% | $3,826-75.1% | $2,078-54.1% |
| Participant deferral / active EE | $2,993 | $3,516-14.9% | $4,672-35.9% | $3,356-10.8% |
| Admin fee / account holder | $119 | $121-1.4% | $8,547-98.6% | $115+3.5% |