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 |
|---|---|---|
Filed as: TRADITION WEALTH MANAGEMENT Service code 15 · EIN 42-1577774 | Recordkeeping | $18,537 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,745 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $88,149 | $55,449+59.0% | $83,848+5.1% | $56,287+56.6% |
| Participation rate | 61.7% | 68.0%-6.3pp | 76.1%-14.5pp | 69.9%-8.2pp |
| Annual return | -5.36% | -1.38%-4.0pp | 850.88%-856.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,067 | $2,430-14.9% | $3,631-43.1% | $2,111-2.1% |
| Participant deferral / active EE | $4,480 | $2,935+52.6% | $4,082+9.8% | $3,350+33.7% |
| Admin fee / account holder | $254 | $656-61.4% | $5,478-95.4% | $521-51.3% |