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-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $78,390 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $262 |
ADP BROKER-DEALER5+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER5+ years Service code 50 | Direct Payment | $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 | $62,032 | $47,648+30.2% | $130,648-52.5% | $67,579-8.2% |
| Participation rate | 55.9% | 60.4%-4.5pp | 71.7%-15.8pp | 71.3%-15.3pp |
| Annual return | 23.17% | 25.73%-2.6pp | 1708.96%-1685.8pp | 378.56%-355.4pp |
| Employer contribution / active EE | $2,504 | $1,408+77.9% | $4,092-38.8% | $2,148+16.6% |
| Participant deferral / active EE | $257 | $2,616-90.2% | $3,603-92.9% | $3,539-92.7% |
| Admin fee / account holder | $140 | $105+33.7% | $5,464-97.4% | $142-1.3% |