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 | $90,629 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $25,452 |
CATANESE GROUP2 years Service code 15 · EIN 25-1685380 | Recordkeeping | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,385 | $106,028-30.8% | $146,958-50.1% | $77,643-5.5% |
| Participation rate | 51.2% | 78.4%-27.2pp | 82.2%-31.0pp | 70.6%-19.4pp |
| Annual return | 14.45% | 56.73%-42.3pp | 418.34%-403.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,171 | $4,063-71.2% | $4,933-76.3% | $2,726-57.1% |
| Participant deferral / active EE | $4,366 | $7,990-45.4% | $8,070-45.9% | $4,647-6.1% |
| Admin fee / account holder | $148 | $337-56.0% | $12,998-98.9% | $430-65.5% |