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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,705 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,676 | $44,229-21.6% | $155,790-77.7% | $55,191-37.2% |
| Participation rate | 37.2% | 60.8%-23.6pp | 76.1%-38.9pp | 69.2%-31.9pp |
| Annual return | -1.53% | 0.37%-1.9pp | 71.54%-73.1pp | 10.78%-12.3pp |
| Employer contribution / active EE | $179 | $1,317-86.4% | $3,836-95.3% | $1,899-90.6% |
| Participant deferral / active EE | $1,301 | $2,851-54.4% | $4,797-72.9% | $3,046-57.3% |
| Admin fee / account holder | $18 | $86-79.3% | $7,478-99.8% | $91-80.3% |