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 Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,745 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $12,610 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,929 | $50,815-78.5% | $155,509-93.0% | $77,643-85.9% |
| Participation rate | 86.7% | 63.1%+23.6pp | 78.2%+8.5pp | 70.6%+16.1pp |
| Annual return | 12.53% | 34.80%-22.3pp | 64.67%-52.1pp | 31.24%-18.7pp |
| Employer contribution / active EE | $370 | $1,993-81.4% | $4,672-92.1% | $2,726-86.4% |
| Participant deferral / active EE | $1,576 | $2,822-44.2% | $5,626-72.0% | $4,647-66.1% |
| Admin fee / account holder | $63 | $437-85.7% | $15,912-99.6% | $430-85.5% |