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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $56,493 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $49,965 |
ADP BROKER-DEALER2 years 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 | $51,137 | $28,416+80.0% | $73,545-30.5% | $69,631-26.6% |
| Participation rate | 66.6% | 38.3%+28.2pp | 54.9%+11.6pp | 70.7%-4.1pp |
| Annual return | 18.91% | -694.13%+713.0pp | -15.16%+34.1pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $1,276 | $430+196.5% | $1,219+4.7% | $2,032-37.2% |
| Participant deferral / active EE | $2,506 | $897+179.3% | $1,806+38.7% | $3,224-22.3% |
| Admin fee / account holder | $177 | $104+69.2% | $2,320-92.4% | $110+59.9% |