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.3 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $31,847 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,520 |
ADP BROKER-DEALER8+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,179 | $82,202-23.1% | $125,339-49.6% | $64,808-2.5% |
| Participation rate | 48.7% | 77.9%-29.2pp | 82.4%-33.7pp | 71.5%-22.8pp |
| Annual return | -15.70% | 3.48%-19.2pp | 572.05%-587.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $16 | $3,615-99.6% | $4,814-99.7% | $2,506-99.4% |
| Participant deferral / active EE | $5,172 | $7,175-27.9% | $7,446-30.5% | $4,310+20.0% |
| Admin fee / account holder | $129 | $163-21.1% | $10,010-98.7% | $188-31.5% |