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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,615 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $45,000 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $36,484 | $136,853-73.3% | $130,231-72.0% | $80,160-54.5% |
| Participation rate | 96.2% | 81.6%+14.5pp | 76.3%+19.9pp | 72.9%+23.3pp |
| Annual return | 21.93% | 22.66%-0.7pp | 38.77%-16.8pp | 40.38%-18.5pp |
| Employer contribution / active EE | $2,100 | $3,395-38.1% | $4,126-49.1% | $2,978-29.5% |
| Participant deferral / active EE | $7,319 | $5,856+25.0% | $6,799+7.7% | $5,017+45.9% |
| Admin fee / account holder | $66 | $184-64.1% | $6,020-98.9% | $145-54.4% |