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 | $2,378 |
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 4030 WEST BOY SCOUT BLVD · TAMPA, FL 33607 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,587 | $50,637-53.4% | $86,590-72.8% | $62,292-62.1% |
| Participation rate | 43.3% | 67.9%-24.5pp | 73.5%-30.2pp | 69.5%-26.2pp |
| Annual return | 21.24% | 20.80%+0.4pp | 964.84%-943.6pp | 28.90%-7.7pp |
| Employer contribution / active EE | $634 | $2,075-69.5% | $2,839-77.7% | $2,042-69.0% |
| Participant deferral / active EE | $1,456 | $2,611-44.2% | $3,609-59.7% | $3,169-54.1% |
| Admin fee / account holder | $32 | $413-92.3% | $4,906-99.3% | $479-93.3% |