Filed July 19, 2018
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,246 |
FORUS INC DBA FORUSALL3 years Filed as: FORUS, INC. Service code 15 · EIN 46-1803145 | Recordkeeping | $24,310 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,662 | $59,159-82.0% | $159,960-93.3% | $66,914-84.1% |
| Participation rate | 88.6% | 68.1%+20.4pp | 78.0%+10.6pp | 69.8%+18.8pp |
| Annual return | -16.18% | -12.26%-3.9pp | 408.60%-424.8pp | 1.58%-17.8pp |
| Employer contribution / active EE | $729 | $1,983-63.2% | $4,226-82.7% | $2,544-71.3% |
| Participant deferral / active EE | $5,179 | $4,395+17.9% | $6,182-16.2% | $4,237+22.2% |
| Admin fee / account holder | $82 | $591-86.1% | $8,698-99.1% | $593-86.2% |