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 7-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 | $43,579 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $27,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,089 | $91,762-84.6% | $67,502-79.1% | $77,643-81.9% |
| Participation rate | 68.9% | 75.9%-7.0pp | 72.9%-4.0pp | 70.6%-1.7pp |
| Annual return | 14.52% | 14.87%-0.3pp | 3512.12%-3497.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,409 | $3,181-55.7% | $2,731-48.4% | $2,726-48.3% |
| Participant deferral / active EE | $2,361 | $3,903-39.5% | $4,000-41.0% | $4,647-49.2% |
| Admin fee / account holder | $92 | $176-48.0% | $3,998-97.7% | $430-78.7% |