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.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $17,592 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,805 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,747 | $46,869+70.2% | $122,332-34.8% | $70,131+13.7% |
| Participation rate | 96.4% | 58.2%+38.2pp | 71.6%+24.8pp | 69.5%+26.9pp |
| Annual return | 16.40% | 24.22%-7.8pp | 30.27%-13.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,625 | $1,288+26.2% | $4,050-59.9% | $2,342-30.6% |
| Participant deferral / active EE | $6,734 | $2,166+210.8% | $3,287+104.9% | $3,332+102.1% |
| Admin fee / account holder | $282 | $3,322-91.5% | $5,478-94.8% | $4,645-93.9% |