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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,215 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS WACHOVIA SECUR 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).
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 | $30,235 | $47,448-36.3% | $94,993-68.2% | $62,292-51.5% |
| Participation rate | 65.8% | 66.5%-0.7pp | 73.9%-8.1pp | 69.5%-3.7pp |
| Annual return | 22.49% | 22.64%-0.1pp | 27.12%-4.6pp | 28.90%-6.4pp |
| Employer contribution / active EE | $1,842 | $1,300+41.7% | $2,603-29.3% | $2,042-9.8% |
| Participant deferral / active EE | $4,092 | $2,375+72.3% | $3,317+23.3% | $3,169+29.1% |
| Admin fee / account holder | $9 | $434-97.9% | $4,960-99.8% | $479-98.1% |