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, LLC6 years Service code 15 · EIN 83-0414789 | Recordkeeping | $16,900 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,520 |
RBC WEALTH MANAGEMENT8 years Service code 49 3 LANDMARK SQUARE · STAMFORD, CT 06901 | Other Services | $1,759 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $107,900 | $106,028+1.8% | $146,958-26.6% | $77,643+39.0% |
| Participation rate | 65.7% | 78.4%-12.6pp | 82.2%-16.4pp | 70.6%-4.8pp |
| Annual return | 14.04% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,995 | $4,063-50.9% | $4,933-59.6% | $2,726-26.8% |
| Participant deferral / active EE | $5,634 | $7,990-29.5% | $8,070-30.2% | $4,647+21.2% |
| Admin fee / account holder | $92 | $337-72.6% | $12,998-99.3% | $430-78.5% |