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 |
|---|---|---|
WOLF & COMPANY, P.C.1+ years Filed as: WOL& COMPANY, P.C Service code 15 · EIN 04-2689883 | Recordkeeping | $16,070 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,870 |
ADP BROKER-DEALER2+ 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.
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 | $54,406 | $80,177-32.1% | $123,892-56.1% | $57,658-5.6% |
| Participation rate | 55.5% | 74.4%-19.0pp | 81.4%-25.9pp | 70.2%-14.8pp |
| Annual return | 9.42% | 17.90%-8.5pp | 47.52%-38.1pp | 5.13%+4.3pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $7,540 | $5,130+47.0% | $5,984+26.0% | $3,061+146.4% |
| Admin fee / account holder | $50 | $106-53.4% | $8,357-99.4% | $95-47.6% |