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, LLC5 years Service code 15 · EIN 83-0414789 | Recordkeeping | $14,800 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,585 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RBC WEALTH MANAGEMENT7 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,446 | $91,4070% | $135,903-32.7% | $71,457+28.0% |
| Participation rate | 66.4% | 75.7%-9.3pp | 81.9%-15.5pp | 67.9%-1.5pp |
| Annual return | 16.21% | 29.90%-13.7pp | 68.23%-52.0pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,089 | $3,703-43.6% | $4,856-57.0% | $2,588-19.3% |
| Participant deferral / active EE | $5,776 | $7,092-18.6% | $7,758-25.5% | $4,289+34.7% |
| Admin fee / account holder | $73 | $1,266-94.3% | $10,762-99.3% | $1,587-95.4% |