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.5 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $15,569 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,633 |
ADP BROKER-DEALER2 years Filed as: ADP - BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER6 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,701 | $58,778-42.7% | $129,207-73.9% | $77,643-56.6% |
| Participation rate | 16.5% | 59.2%-42.8pp | 69.6%-53.1pp | 70.6%-54.1pp |
| Annual return | 19.77% | 24.73%-5.0pp | 9417.33%-9397.6pp | 31.24%-11.5pp |
| Employer contribution / active EE | $612 | $1,952-68.7% | $4,153-85.3% | $2,726-77.6% |
| Participant deferral / active EE | $1,200 | $3,212-62.7% | $4,168-71.2% | $4,647-74.2% |
| Admin fee / account holder | $81 | $589-86.2% | $7,715-98.9% | $430-81.1% |