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 9-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,667 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $17,756 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,542 | $86,897-51.0% | $151,611-71.9% | $64,808-34.4% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.5%+11.5pp | 71.5%+27.5pp |
| Annual return | -9.46% | -3.57%-5.9pp | 3.33%-12.8pp | 32.82%-42.3pp |
| Employer contribution / active EE | $647 | $4,010-83.9% | $6,166-89.5% | $2,506-74.2% |
| Participant deferral / active EE | $6,890 | $6,690+3.0% | $8,363-17.6% | $4,310+59.8% |
| Admin fee / account holder | $89 | $153-41.6% | $11,616-99.2% | $188-52.5% |