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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,395 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $15,637 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $69 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $46,364 | $61,214-24.3% | $83,333-44.4% | $56,287-17.6% |
| Participation rate | 87.0% | 72.6%+14.4pp | 77.8%+9.2pp | 69.9%+17.1pp |
| Annual return | -4.22% | 0.42%-4.6pp | 10.63%-14.9pp | -9.96%+5.7pp |
| Employer contribution / active EE | $343 | $1,925-82.2% | $3,379-89.9% | $2,111-83.8% |
| Participant deferral / active EE | $5,541 | $5,091+8.8% | $5,565-0.4% | $3,350+65.4% |
| Admin fee / account holder | $181 | $512-64.6% | $7,510-97.6% | $521-65.2% |