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.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $33,972 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,010 |
ADP BROKER-DEALER2 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.
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 | $62,297 | $66,601-6.5% | $92,893-32.9% | $67,579-7.8% |
| Participation rate | 59.4% | 72.5%-13.1pp | 76.0%-16.6pp | 71.3%-11.9pp |
| Annual return | 24.90% | 92.58%-67.7pp | 109.41%-84.5pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,753 | $2,775-36.9% | $3,653-52.0% | $2,148-18.4% |
| Participant deferral / active EE | $3,570 | $3,157+13.1% | $4,236-15.7% | $3,539+0.9% |
| Admin fee / account holder | $235 | $199+17.9% | $5,794-96.0% | $142+64.8% |