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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,250 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 49 30 SOUTH 17TH STREET · PHILADELPHIA, PA 19103 | Other Services | $0 |
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 | $11,328 | $59,805-81.1% | $79,550-85.8% | $68,494-83.5% |
| Participation rate | 90.2% | 61.1%+29.2pp | 69.5%+20.8pp | 67.9%+22.4pp |
| Annual return | -17.28% | -12.30%-5.0pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,705 | $1,505+13.3% | $2,413-29.4% | $2,596-34.3% |
| Participant deferral / active EE | $2,794 | $3,024-7.6% | $3,985-29.9% | $4,027-30.6% |
| Admin fee / account holder | $32 | $4,835-99.3% | $6,832-99.5% | $5,403-99.4% |