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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $84,036 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $50,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,133 | $89,808-1.9% | $100,391-12.2% | $77,643+13.5% |
| Participation rate | 93.3% | 81.2%+12.1pp | 81.5%+11.9pp | 70.6%+22.8pp |
| Annual return | 23.34% | 20.62%+2.7pp | 49.20%-25.9pp | 31.24%-7.9pp |
| Employer contribution / active EE | $2,619 | $3,039-13.8% | $3,942-33.6% | $2,726-3.9% |
| Participant deferral / active EE | $13,698 | $8,284+65.4% | $8,082+69.5% | $4,647+194.8% |
| Admin fee / account holder | $182 | $174+4.3% | $7,899-97.7% | $430-57.7% |