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 |
|---|---|---|
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 2040 MAIN STREET · IRVINE, CA 92614 | 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 | $118,191 | $58,879+100.7% | $178,490-33.8% | $73,488+60.8% |
| Participation rate | 65.7% | 66.2%-0.5pp | 81.9%-16.2pp | 70.7%-4.9pp |
| Annual return | 23.73% | 24.86%-1.1pp | 151.07%-127.3pp | 28.51%-4.8pp |
| Employer contribution / active EE | $401 | $2,236-82.1% | $5,011-92.0% | $2,270-82.3% |
| Participant deferral / active EE | $4,658 | $2,567+81.4% | $5,202-10.4% | $3,740+24.6% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |