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-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 49 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,846 | $30,615+33.4% | $74,701-45.3% | - |
| Participation rate | 51.8% | 43.6%+8.2pp | 54.5%-2.7pp | - |
| Annual return | 22.06% | 14.02%+8.0pp | 752.92%-730.9pp | - |
| Employer contribution / active EE | $771 | $1,331-42.1% | $1,084-28.8% | - |
| Participant deferral / active EE | $2,095 | $1,056+98.4% | $1,964+6.7% | - |
| Admin fee / account holder | $0 | $2,499-100.0% | $3,333-100.0% | - |