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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,850 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $50,000 |
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 | $77,261 | $89,282-13.5% | $94,646-18.4% | $74,419+3.8% |
| Participation rate | 90.9% | 82.4%+8.5pp | 80.8%+10.1pp | 70.7%+20.2pp |
| Annual return | 21.02% | 25.96%-4.9pp | 156.71%-135.7pp | 34.38%-13.4pp |
| Employer contribution / active EE | $2,590 | $3,022-14.3% | $3,672-29.5% | $2,637-1.8% |
| Participant deferral / active EE | $13,068 | $8,425+55.1% | $7,418+76.2% | $4,528+188.6% |
| Admin fee / account holder | $188 | $219-13.9% | $7,231-97.4% | $348-45.9% |