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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,486 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Service code 49 1122 LAUREL LANE · OBISPO, CA 93401 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,075 | $28,109-92.6% | $71,086-97.1% | $56,287-96.3% |
| Participation rate | 69.7% | 40.4%+29.3pp | 54.7%+15.0pp | 69.9%-0.2pp |
| Annual return | -9.29% | -615.05%+605.8pp | 650.59%-659.9pp | -9.96%+0.7pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $840 | $1,116-24.7% | $1,874-55.2% | $3,350-74.9% |
| Admin fee / account holder | $64 | $585-89.1% | $3,082-97.9% | $521-87.8% |