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 |
|---|---|---|
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 49 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,272 | $37,044-12.9% | $71,796-55.1% | $57,658-44.0% |
| Participation rate | 16.7% | 61.1%-44.4pp | 69.1%-52.4pp | 70.2%-53.6pp |
| Annual return | 8.01% | 12.64%-4.6pp | 78.04%-70.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $949 | $1,974-51.9% | $2,794-66.1% | $3,061-69.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |