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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $45,087 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,861 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,540 | $89,739+66.6% | $149,718-0.1% | $62,292+140.1% |
| Participation rate | 70.8% | 85.1%-14.3pp | 87.1%-16.3pp | 69.5%+1.3pp |
| Annual return | 19.09% | 21.01%-1.9pp | 1501.63%-1482.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $10,719 | $4,797+123.5% | $6,569+63.2% | $3,169+238.2% |
| Admin fee / account holder | $303 | $551-45.1% | $11,283-97.3% | $479-36.8% |