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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,798 |
FORUS INC DBA FORUSALL4 years Filed as: FORUS, INC. Service code 15 · EIN 46-1803145 | Recordkeeping | $26,594 |
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 | $13,227 | $65,390-79.8% | $169,368-92.2% | $71,457-81.5% |
| Participation rate | 87.5% | 67.0%+20.5pp | 77.1%+10.4pp | 67.9%+19.6pp |
| Annual return | 15.62% | 21.31%-5.7pp | 405.60%-390.0pp | 28.85%-13.2pp |
| Employer contribution / active EE | $854 | $2,079-58.9% | $4,013-78.7% | $2,588-67.0% |
| Participant deferral / active EE | $6,441 | $4,367+47.5% | $6,221+3.5% | $4,289+50.2% |
| Admin fee / account holder | $98 | $1,324-92.6% | $9,003-98.9% | $1,587-93.8% |