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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,717 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $13,612 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,651 | $66,302-44.7% | $110,238-66.8% | $56,287-34.9% |
| Participation rate | 84.3% | 74.9%+9.4pp | 79.8%+4.5pp | 69.9%+14.5pp |
| Annual return | -2.51% | -1.18%-1.3pp | 314.74%-317.2pp | -9.96%+7.4pp |
| Employer contribution / active EE | $546 | $2,047-73.3% | $3,826-85.7% | $2,111-74.1% |
| Participant deferral / active EE | $4,106 | $3,381+21.4% | $4,672-12.1% | $3,350+22.6% |
| Admin fee / account holder | $261 | $698-62.7% | $8,547-97.0% | $521-50.0% |