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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,059 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $6,474 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,618 | $73,102-77.3% | $123,544-86.5% | $56,287-70.5% |
| Participation rate | 61.0% | 74.3%-13.3pp | 82.3%-21.3pp | 69.9%-8.8pp |
| Annual return | -13.66% | 3.01%-16.7pp | 119.20%-132.9pp | -9.96%-3.7pp |
| Employer contribution / active EE | $778 | $2,977-73.9% | $4,628-83.2% | $2,111-63.2% |
| Participant deferral / active EE | $6,290 | $5,423+16.0% | $6,426-2.1% | $3,350+87.8% |
| Admin fee / account holder | $220 | $554-60.2% | $9,284-97.6% | $521-57.7% |