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 9-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,357 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 49 30 SOUTH 17TH STREET · PHILADELPHIA, PA 19103 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,054 | $70,428-85.7% | $96,562-89.6% | $85,850-88.3% |
| Participation rate | 88.2% | 61.8%+26.4pp | 69.8%+18.4pp | 69.3%+18.9pp |
| Annual return | 10.93% | 18.59%-7.7pp | 37.78%-26.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,965 | $1,413+39.1% | $2,356-16.6% | $2,565-23.4% |
| Participant deferral / active EE | $3,606 | $2,894+24.6% | $3,849-6.3% | $3,952-8.7% |
| Admin fee / account holder | $83 | $4,997-98.3% | $6,181-98.7% | $6,260-98.7% |