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 | $54,338 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $37,431 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $42,339 | $23,385+81.1% | $69,182-38.8% | $57,658-26.6% |
| Participation rate | 67.1% | 37.9%+29.2pp | 55.1%+12.0pp | 70.2%-3.2pp |
| Annual return | 6.14% | -659.34%+665.5pp | -21.93%+28.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,262 | $422+198.7% | $1,206+4.6% | $1,974-36.1% |
| Participant deferral / active EE | $2,368 | $843+180.9% | $1,897+24.8% | $3,061-22.6% |
| Admin fee / account holder | $194 | $82+136.2% | $2,697-92.8% | $95+105.2% |