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 | $790 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES Service code 49 7701 SW 62 AVENUE · SOUTH MIAMI, FL 33143 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,937 | $37,196-27.6% | $154,107-82.5% | $55,725-51.7% |
| Participation rate | 42.5% | 64.1%-21.6pp | 83.0%-40.5pp | 70.9%-28.4pp |
| Annual return | -5.88% | 1319.68%-1325.6pp | 735.12%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $629 | $1,614-61.0% | $5,298-88.1% | $2,078-69.7% |
| Participant deferral / active EE | $1,117 | $2,068-46.0% | $5,081-78.0% | $3,356-66.7% |
| Admin fee / account holder | $4 | $102-96.4% | $13,411-100.0% | $115-96.9% |