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 |
|---|---|---|
Filed as: CWM, LLC Service code 15 · EIN 27-4011107 | Recordkeeping | $18,829 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,075 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,784 | $86,655-50.6% | $119,609-64.2% | $66,914-36.1% |
| Participation rate | 46.6% | 75.6%-29.0pp | 79.3%-32.7pp | 69.8%-23.2pp |
| Annual return | -16.68% | -8.00%-8.7pp | -14.97%-1.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $426 | $2,536-83.2% | $4,232-89.9% | $2,544-83.3% |
| Participant deferral / active EE | $3,054 | $4,358-29.9% | $5,602-45.5% | $4,237-27.9% |
| Admin fee / account holder | $238 | $755-68.5% | $10,323-97.7% | $593-60.0% |