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 ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $33,315 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $25,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,287 | $69,231+34.7% | $91,989+1.4% | $67,579+38.0% |
| Participation rate | 45.2% | 78.9%-33.7pp | 78.6%-33.5pp | 71.3%-26.1pp |
| Annual return | 22.75% | 32.03%-9.3pp | 69.02%-46.3pp | 378.56%-355.8pp |
| Employer contribution / active EE | $513 | $2,284-77.5% | $3,452-85.1% | $2,148-76.1% |
| Participant deferral / active EE | $5,947 | $5,854+1.6% | $5,923+0.4% | $3,539+68.0% |
| Admin fee / account holder | $261 | $107+142.8% | $7,743-96.6% | $142+83.3% |