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.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $45,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,156 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,250 | $140,190-82.0% | $115,756-78.2% | $77,904-67.6% |
| Participation rate | 96.3% | 81.0%+15.3pp | 77.1%+19.3pp | 73.7%+22.7pp |
| Annual return | -17.45% | -13.46%-4.0pp | 143.14%-160.6pp | 12.21%-29.7pp |
| Employer contribution / active EE | $1,874 | $3,169-40.9% | $3,793-50.6% | $2,848-34.2% |
| Participant deferral / active EE | $6,033 | $5,401+11.7% | $6,254-3.5% | $4,806+25.5% |
| Admin fee / account holder | $54 | $138-60.8% | $8,124-99.3% | $133-59.1% |