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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $91,140 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $18,741 |
EVEREN SECURITIES INC2 years Filed as: EVEREN CAPITAL CORPORATION Service code 15 · EIN 36-4019175 | Recordkeeping | $17,140 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 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 | $40,900 | $96,458-57.6% | $136,294-70.0% | $77,958-47.5% |
| Participation rate | 47.4% | 75.4%-28.0pp | 81.9%-34.5pp | 71.6%-24.2pp |
| Annual return | 18.59% | 23.78%-5.2pp | 5155.94%-5137.3pp | 20.87%-2.3pp |
| Employer contribution / active EE | $689 | $3,144-78.1% | $4,695-85.3% | $2,310-70.2% |
| Participant deferral / active EE | $2,025 | $5,902-65.7% | $6,247-67.6% | $3,537-42.7% |
| Admin fee / account holder | $109 | $80+35.7% | $9,243-98.8% | $97+12.1% |