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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $680 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 49 ONE FAYETTE ST · CONSHOHOCKEN, PA 19428 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,152 | $72,012-49.8% | $185,823-80.5% | $79,858-54.7% |
| Participation rate | 56.9% | 65.8%-8.8pp | 78.0%-21.1pp | 69.6%-12.7pp |
| Annual return | 17.02% | 23.12%-6.1pp | 35.95%-18.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $647 | $1,965-67.1% | $4,087-84.2% | $2,471-73.8% |
| Participant deferral / active EE | $4,050 | $3,779+7.2% | $5,632-28.1% | $3,740+8.3% |
| Admin fee / account holder | $2 | $4,513-99.9% | $9,500-100.0% | $5,306-100.0% |