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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $84,896 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $49,966 |
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 | $108,331 | $108,719-0.4% | $101,326+6.9% | $85,563+26.6% |
| Participation rate | 93.4% | 80.9%+12.5pp | 81.5%+11.9pp | 66.0%+27.5pp |
| Annual return | 16.43% | 20.95%-4.5pp | 36.82%-20.4pp | 31.51%-15.1pp |
| Employer contribution / active EE | $2,744 | $3,114-11.9% | $3,665-25.1% | $2,654+3.4% |
| Participant deferral / active EE | $15,165 | $8,545+77.5% | $7,994+89.7% | $4,375+246.6% |
| Admin fee / account holder | $192 | $685-71.9% | $11,185-98.3% | $834-77.0% |