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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,678 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $7,265 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,773 | $102,317-32.8% | $146,958-53.2% | $80,856-14.9% |
| Participation rate | 79.2% | 75.8%+3.3pp | 82.2%-3.0pp | 67.6%+11.5pp |
| Annual return | 12.21% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,109 | $3,713-70.1% | $4,933-77.5% | $2,755-59.8% |
| Participant deferral / active EE | $6,445 | $6,644-3.0% | $8,070-20.1% | $4,296+50.0% |
| Admin fee / account holder | $287 | $7,941-96.4% | $12,998-97.8% | $6,918-95.9% |