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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,903 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $45,030 |
ADP BROKER-DEALER8+ 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 | $45,714 | $89,588-49.0% | $136,007-66.4% | $77,643-41.1% |
| Participation rate | 95.8% | 74.3%+21.5pp | 76.5%+19.4pp | 70.6%+25.3pp |
| Annual return | 16.10% | 17.42%-1.3pp | 579.32%-563.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $2,211 | $3,491-36.7% | $4,217-47.6% | $2,726-18.9% |
| Participant deferral / active EE | $7,732 | $5,591+38.3% | $7,025+10.1% | $4,647+66.4% |
| Admin fee / account holder | $79 | $539-85.3% | $6,858-98.8% | $430-81.6% |