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-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,964 | $27,915+61.1% | $58,482-23.1% | $75,163-40.2% |
| Participation rate | 32.4% | 38.8%-6.4pp | 50.9%-18.5pp | 67.2%-34.8pp |
| Annual return | 19.12% | 44.20%-25.1pp | 4239.32%-4220.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,434 | $669+263.8% | $1,053+131.1% | $2,670-8.8% |
| Participant deferral / active EE | $8,533 | $1,201+610.3% | $1,924+343.5% | $4,125+106.8% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |