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 | $713 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 49 500 SILVER SPUR, 3RD FLOOR · ROLLING HILLS ESTATE, CA 90275 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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 | $3,840 | $43,423-91.2% | $78,689-95.1% | $55,167-93.0% |
| Participation rate | 76.1% | 68.0%+8.1pp | 73.6%+2.5pp | 69.0%+7.1pp |
| Annual return | 10.56% | 11.53%-1.0pp | 62.18%-51.6pp | 169.23%-158.7pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,170 | $2,509-13.5% | $3,517-38.3% | $3,054-28.9% |
| Admin fee / account holder | $4 | $416-99.1% | $4,510-99.9% | $504-99.3% |