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.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $45,030 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,645 |
ADP BROKER-DEALER4+ 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.
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 | $28,595 | $82,093-65.2% | $379,746-92.5% | $73,409-61.0% |
| Participation rate | 96.6% | 76.8%+19.8pp | 78.4%+18.1pp | 72.2%+24.4pp |
| Annual return | 21.25% | 18.89%+2.4pp | 34.90%-13.7pp | 59.29%-38.0pp |
| Employer contribution / active EE | $1,222 | $2,847-57.1% | $3,540-65.5% | $2,234-45.3% |
| Participant deferral / active EE | $5,117 | $4,697+8.9% | $6,024-15.1% | $3,805+34.5% |
| Admin fee / account holder | $67 | $128-47.7% | $7,927-99.2% | $158-57.7% |