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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $13,296 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,900 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,022 | $61,214-59.1% | $83,333-70.0% | $56,287-55.5% |
| Participation rate | 69.3% | 72.6%-3.3pp | 77.8%-8.5pp | 69.9%-0.6pp |
| Annual return | -3.80% | 0.42%-4.2pp | 10.63%-14.4pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,566 | $1,925-18.7% | $3,379-53.7% | $2,111-25.8% |
| Participant deferral / active EE | $4,956 | $5,091-2.7% | $5,565-10.9% | $3,350+48.0% |
| Admin fee / account holder | $65 | $512-87.3% | $7,510-99.1% | $521-87.5% |