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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,592 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS WACHOVIA SECUR 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 | $48,134 | $31,424+53.2% | $81,478-40.9% | $69,631-30.9% |
| Participation rate | 88.9% | 50.8%+38.0pp | 68.0%+20.9pp | 70.7%+18.2pp |
| Annual return | 16.60% | 22.44%-5.8pp | 38.78%-22.2pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $993 | $1,029-3.5% | $2,568-61.3% | $2,032-51.1% |
| Participant deferral / active EE | $3,731 | $1,838+103.0% | $3,537+5.5% | $3,224+15.7% |
| Admin fee / account holder | $18 | $103-82.8% | $4,561-99.6% | $110-84.0% |