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 8-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.2+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $35,064 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,836 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,860 | $64,286-72.2% | $106,387-83.2% | $55,725-67.9% |
| Participation rate | 97.9% | 75.2%+22.7pp | 77.5%+20.5pp | 70.9%+27.1pp |
| Annual return | -0.23% | 0.84%-1.1pp | 0.25%-0.5pp | 244.93%-245.2pp |
| Employer contribution / active EE | $1,537 | $2,367-35.1% | $3,520-56.3% | $2,078-26.0% |
| Participant deferral / active EE | $4,582 | $4,158+10.2% | $5,421-15.5% | $3,356+36.6% |
| Admin fee / account holder | $61 | $102-40.6% | $7,510-99.2% | $115-47.2% |