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 | $5,650 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 49 6000 FAIRVIEW ROAD SUITE 800 · CHARLOTTE, NC 28210 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,163 | $30,599+37.8% | $74,583-43.5% | $57,658-26.9% |
| Participation rate | 91.3% | 49.1%+42.1pp | 68.1%+23.2pp | 70.2%+21.0pp |
| Annual return | 8.80% | 14.24%-5.4pp | 20.47%-11.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $939 | $1,000-6.1% | $2,525-62.8% | $1,974-52.4% |
| Participant deferral / active EE | $3,690 | $1,805+104.4% | $3,458+6.7% | $3,061+20.6% |
| Admin fee / account holder | $19 | $98-80.7% | $4,138-99.5% | $95-79.9% |