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 |
|---|---|---|
EVEREN SECURITIES INC1+ years Filed as: EVEREN CAPITAL CORPORATION Service code 15 · EIN 36-4019175 | Recordkeeping | $16,430 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,874 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $9,808 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $56,868 | $43,423+31.0% | $78,689-27.7% | $55,167+3.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 10.18% | 11.53%-1.3pp | 62.18%-52.0pp | 169.23%-159.0pp |
| Employer contribution / active EE | $2,756 | $1,997+38.0% | $2,851-3.3% | $1,963+40.4% |
| Participant deferral / active EE | $3,711 | $2,509+47.9% | $3,517+5.5% | $3,054+21.5% |
| Admin fee / account holder | $257 | $416-38.2% | $4,510-94.3% | $504-49.0% |