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 7-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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,461 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $12 |
ADP BROKER-DEALER4+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER4+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,790 | $39,898+34.8% | $121,196-55.6% | $55,725-3.5% |
| Participation rate | 58.3% | 61.2%-2.9pp | 71.7%-13.5pp | 70.9%-12.6pp |
| Annual return | -6.71% | -0.96%-5.8pp | 16.93%-23.6pp | 244.93%-251.6pp |
| Employer contribution / active EE | $2,607 | $1,295+101.3% | $4,022-35.2% | $2,078+25.5% |
| Participant deferral / active EE | $217 | $2,439-91.1% | $3,344-93.5% | $3,356-93.5% |
| Admin fee / account holder | $66 | $95-31.0% | $5,019-98.7% | $115-43.0% |