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 |
|---|---|---|
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $91,669 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,765 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,713 | $108,549-19.2% | $156,263-43.9% | $85,563+2.5% |
| Participation rate | 93.4% | 77.1%+16.4pp | 78.9%+14.5pp | 66.0%+27.5pp |
| Annual return | 14.21% | 21.79%-7.6pp | 59.47%-45.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $937 | $2,690-65.2% | $4,333-78.4% | $2,654-64.7% |
| Participant deferral / active EE | $5,620 | $4,800+17.1% | $6,158-8.7% | $4,375+28.5% |
| Admin fee / account holder | $183 | $650-71.9% | $14,255-98.7% | $834-78.1% |