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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.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,247 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 49 400 E MAIN STREET STE 100 · VISALIA, CA 93291 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,400 | $49,138-21.9% | $84,015-54.3% | $65,185-41.1% |
| Participation rate | 47.7% | 60.7%-13.1pp | 69.0%-21.3pp | 70.2%-22.5pp |
| Annual return | 21.56% | 23.00%-1.4pp | 71.31%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $374 | $914-59.1% | $1,983-81.2% | $2,177-82.8% |
| Participant deferral / active EE | $1,986 | $2,397-17.1% | $3,239-38.7% | $3,514-43.5% |
| Admin fee / account holder | $101 | $543-81.5% | $6,101-98.3% | $847-88.1% |