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 | $21,224 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,351 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $122 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $79,441 | $50,666+56.8% | $76,817+3.4% | $65,185+21.9% |
| Participation rate | 81.1% | 68.8%+12.3pp | 72.1%+9.0pp | 70.2%+10.9pp |
| Annual return | 17.59% | 28.51%-10.9pp | 1166.11%-1148.5pp | 29.38%-11.8pp |
| Employer contribution / active EE | $2,207 | $1,575+40.1% | $2,302-4.1% | $2,177+1.4% |
| Participant deferral / active EE | $2,142 | $2,647-19.1% | $3,336-35.8% | $3,514-39.0% |
| Admin fee / account holder | $208 | $463-55.1% | $6,420-96.8% | $847-75.5% |