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 | $1,425 |
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 1501 WEST SWANN AVE · TAMPA, FL 33606 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,644 | $80,753-39.8% | $136,294-64.3% | $62,292-21.9% |
| Participation rate | 72.7% | 73.5%-0.8pp | 81.9%-9.2pp | 69.5%+3.2pp |
| Annual return | 16.18% | 35.83%-19.7pp | 5155.94%-5139.8pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,930 | $2,884-33.1% | $4,695-58.9% | $2,042-5.5% |
| Participant deferral / active EE | $4,153 | $5,164-19.6% | $6,247-33.5% | $3,169+31.0% |
| Admin fee / account holder | $11 | $525-97.8% | $9,243-99.9% | $479-97.6% |