See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,473 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $61,958 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $5,102 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,555 | $46,292+4.9% | $143,757-66.2% | $64,808-25.1% |
| Participation rate | 70.0% | 64.2%+5.8pp | 80.3%-10.3pp | 71.5%-1.5pp |
| Annual return | -6.40% | -10.05%+3.6pp | -0.04%-6.4pp | 32.82%-39.2pp |
| Employer contribution / active EE | $1,867 | $1,910-2.2% | $4,951-62.3% | $2,506-25.5% |
| Participant deferral / active EE | $4,604 | $2,646+74.0% | $5,637-18.3% | $4,310+6.8% |
| Admin fee / account holder | $229 | $154+48.9% | $14,673-98.4% | $188+21.9% |