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 Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,876 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 49 401 BROAD HOLLOW ROAD · 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,687 | $42,772-44.6% | $87,507-72.9% | $55,167-57.1% |
| Participation rate | 49.7% | 66.5%-16.8pp | 73.8%-24.1pp | 69.0%-19.3pp |
| Annual return | 7.26% | 21.20%-13.9pp | 12.21%-4.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,325 | $1,277+3.8% | $2,550-48.0% | $1,963-32.5% |
| Participant deferral / active EE | $2,761 | $2,342+17.9% | $3,149-12.3% | $3,054-9.6% |
| Admin fee / account holder | $16 | $461-96.4% | $4,221-99.6% | $504-96.7% |