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 | $47,817 |
Filed as: HIRTLE, CALLAGHAN & COMPANY LLC Service code 15 · EIN 26-2821689 | Recordkeeping | $24,924 |
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.
Participant contribution per participant 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 | $26,504 | $63,905-58.5% | $74,183-64.3% | $57,658-54.0% |
| Participation rate | 66.3% | 79.8%-13.5pp | 76.6%-10.3pp | 70.2%-3.9pp |
| Annual return | 8.34% | 60.60%-52.3pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $979 | $1,840-46.8% | $2,370-58.7% | $1,974-50.4% |
| Participant deferral / active EE | $1,561 | $3,448-54.7% | $3,550-56.0% | $3,061-49.0% |
| Admin fee / account holder | $199 | $91+118.8% | $5,586-96.4% | $95+110.8% |