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 |
|---|---|---|
TORRILLO & ASSOCIATES, LLC4 years Service code 15 · EIN 83-0414789 | Recordkeeping | $12,950 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,595 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RBC WEALTH MANAGEMENT6 years Service code 49 3 LANDMARK SQUARE · STAMFORD, CT 06901 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,108 | $84,487+0.7% | $125,339-32.1% | $66,914+27.2% |
| Participation rate | 67.6% | 76.4%-8.8pp | 82.4%-14.8pp | 69.8%-2.2pp |
| Annual return | -15.54% | -8.39%-7.2pp | 572.05%-587.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,170 | $3,553-38.9% | $4,814-54.9% | $2,544-14.7% |
| Participant deferral / active EE | $5,879 | $6,781-13.3% | $7,446-21.0% | $4,237+38.8% |
| Admin fee / account holder | $68 | $685-90.1% | $10,010-99.3% | $593-88.5% |