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 9-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 |
|---|---|---|
WADE STABLES P.C.2 years Filed as: WADE FINANCIAL ADVISORY, INC. Service code 15 · EIN 77-0297228 | Recordkeeping | $118,677 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,042 |
Service code 15 · EIN 27-0989102 | Recordkeeping | $7,500 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,138 | $81,474-31.1% | $133,956-58.1% | $73,488-23.6% |
| Participation rate | 97.4% | 76.4%+21.0pp | 79.8%+17.5pp | 70.7%+26.7pp |
| Annual return | 6.91% | 19.40%-12.5pp | 45.09%-38.2pp | 28.51%-21.6pp |
| Employer contribution / active EE | $644 | $2,209-70.9% | $3,919-83.6% | $2,270-71.6% |
| Participant deferral / active EE | $3,313 | $3,786-12.5% | $5,048-34.4% | $3,740-11.4% |
| Admin fee / account holder | $671 | $713-5.9% | $8,927-92.5% | $513+30.7% |