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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,576 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 49 2000 E LAMAR BLVD STE 300 · ARLINGTON, TX 76006 | 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 | $36,557 | $55,636-34.3% | $81,983-55.4% | $73,488-50.3% |
| Participation rate | 47.9% | 62.3%-14.4pp | 69.2%-21.4pp | 70.7%-22.8pp |
| Annual return | 22.09% | 19.07%+3.0pp | 41.31%-19.2pp | 28.51%-6.4pp |
| Employer contribution / active EE | $1,686 | $1,625+3.8% | $2,498-32.5% | $2,270-25.7% |
| Participant deferral / active EE | $3,081 | $2,762+11.5% | $3,722-17.2% | $3,740-17.6% |
| Admin fee / account holder | $33 | $493-93.2% | $5,664-99.4% | $513-93.5% |