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.10+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $26,906 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,022 |
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 | $44,620 | $87,870-49.2% | $113,168-60.6% | $74,304-39.9% |
| Participation rate | 76.3% | 70.7%+5.6pp | 76.6%-0.2pp | 60.3%+16.0pp |
| Annual return | 17.05% | 26.44%-9.4pp | 24.27%-7.2pp | 29.43%-12.4pp |
| Employer contribution / active EE | $660 | $2,277-71.0% | $2,975-77.8% | $2,241-70.5% |
| Participant deferral / active EE | $3,530 | $4,241-16.8% | $5,107-30.9% | $3,767-6.3% |
| Admin fee / account holder | $279 | $3,368-91.7% | $12,068-97.7% | $2,969-90.6% |