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 5-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 Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
ASCENSUS LLC1+ years Filed as: FARMERS FINANCIAL SOLUTIONS, LLC Service code 49 2000 S GROVE AVE. · ONTARIO, CA 91761 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,621 | $66,124-91.5% | $90,404-93.8% | $73,488-92.4% |
| Participation rate | 35.1% | 69.7%-34.6pp | 72.7%-37.6pp | 70.7%-35.6pp |
| Annual return | 0.00% | 17.65%-17.7pp | 1293.02%-1293.0pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,198 | $2,346-48.9% | $3,262-63.3% | $2,270-47.2% |
| Participant deferral / active EE | $718 | $3,039-76.4% | $3,963-81.9% | $3,740-80.8% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |