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 5-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 | $6,239 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 49 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,736 | $44,960-22.7% | $84,966-59.1% | $74,495-53.4% |
| Participation rate | 38.9% | 49.4%-10.5pp | 67.5%-28.6pp | 67.2%-28.3pp |
| Annual return | 10.05% | 26.24%-16.2pp | 66.38%-56.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $530 | $1,457-63.6% | $2,727-80.6% | $2,623-79.8% |
| Participant deferral / active EE | $1,786 | $2,731-34.6% | $4,519-60.5% | $4,346-58.9% |
| Admin fee / account holder | $60 | $2,209-97.3% | $6,149-99.0% | $1,942-96.9% |