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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,984 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $5,199 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,737 | $65,061-88.1% | $143,757-94.6% | $66,914-88.4% |
| Participation rate | 83.3% | 65.2%+18.2pp | 80.3%+3.0pp | 69.8%+13.5pp |
| Annual return | -11.44% | -11.14%-0.3pp | -0.04%-11.4pp | 1.58%-13.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,869 | $2,919-36.0% | $5,637-66.9% | $4,237-55.9% |
| Admin fee / account holder | $132 | $502-73.6% | $14,673-99.1% | $593-77.7% |