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 Service code 15 · EIN 34-1542819 | Recordkeeping | $22,715 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,021 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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 | $80,410 | $54,590+47.3% | $81,930-1.9% | $73,488+9.4% |
| Participation rate | 89.0% | 68.3%+20.7pp | 72.0%+17.0pp | 70.7%+18.3pp |
| Annual return | 12.23% | 17.74%-5.5pp | 29.49%-17.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $788 | $1,636-51.9% | $4,310-81.7% | $2,270-65.3% |
| Participant deferral / active EE | $2,617 | $2,759-5.1% | $7,107-63.2% | $3,740-30.0% |
| Admin fee / account holder | $185 | $592-68.7% | $5,158-96.4% | $513-63.9% |