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.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $19,621 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,486 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $70,955 | $43,723+62.3% | $121,196-41.5% | $64,186+10.5% |
| Participation rate | 96.7% | 58.3%+38.4pp | 71.7%+25.0pp | 69.6%+27.1pp |
| Annual return | -3.97% | 68.91%-72.9pp | 16.93%-20.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,804 | $1,296+39.2% | $4,022-55.1% | $2,381-24.2% |
| Participant deferral / active EE | $6,767 | $2,280+196.8% | $3,344+102.3% | $3,470+95.0% |
| Admin fee / account holder | $325 | $3,501-90.7% | $5,019-93.5% | $4,888-93.4% |