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 10-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,120 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 49 1705 TULLAMORE AVE · BLOOMINGTON, IL 61704 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,200 | $81,208-37.0% | $98,907-48.2% | $79,858-35.9% |
| Participation rate | 81.3% | 72.5%+8.8pp | 76.0%+5.3pp | 69.6%+11.7pp |
| Annual return | 18.82% | 60.99%-42.2pp | 196.43%-177.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,181 | $1,960+11.3% | $2,689-18.9% | $2,471-11.7% |
| Participant deferral / active EE | $2,696 | $3,265-17.4% | $4,244-36.5% | $3,740-27.9% |
| Admin fee / account holder | $41 | $6,013-99.3% | $6,642-99.4% | $5,306-99.2% |