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.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $21,560 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,153 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $33,158 | $86,944-61.9% | $107,525-69.2% | $74,304-55.4% |
| Participation rate | 87.5% | 59.6%+27.9pp | 75.1%+12.4pp | 60.3%+27.2pp |
| Annual return | 14.96% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,149 | $2,757-22.0% | $3,754-42.7% | $2,241-4.1% |
| Participant deferral / active EE | $3,503 | $3,554-1.4% | $5,116-31.5% | $3,767-7.0% |
| Admin fee / account holder | $108 | $3,727-97.1% | $8,919-98.8% | $2,969-96.4% |