See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,161 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 49 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,571 | $62,624-84.7% | $177,989-94.6% | $77,643-87.7% |
| Participation rate | 98.1% | 66.8%+31.3pp | 77.1%+21.1pp | 70.6%+27.6pp |
| Annual return | 12.81% | 16.16%-3.3pp | 294.48%-281.7pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,697 | $1,909-11.1% | $3,949-57.0% | $2,726-37.8% |
| Participant deferral / active EE | $2,783 | $4,219-34.0% | $6,276-55.7% | $4,647-40.1% |
| Admin fee / account holder | $44 | $386-88.6% | $10,363-99.6% | $430-89.8% |