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 |
|---|---|---|
HUMMEL WEALTH MANAGEMENT2 years Filed as: HUMMEL WEALTH MANAGEMENT, LLC Service code 15 · EIN 20-8599796 | Recordkeeping | $10,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,390 | $48,261-22.5% | $68,793-45.6% | $55,725-32.9% |
| Participation rate | 23.5% | 71.0%-47.6pp | 72.2%-48.8pp | 70.9%-47.4pp |
| Annual return | -6.28% | -2.61%-3.7pp | -4.63%-1.6pp | 244.93%-251.2pp |
| Employer contribution / active EE | $450 | $1,742-74.2% | $2,625-82.9% | $2,078-78.3% |
| Participant deferral / active EE | $710 | $2,712-73.8% | $3,311-78.6% | $3,356-78.8% |
| Admin fee / account holder | $99 | $126-21.3% | $5,131-98.1% | $115-13.8% |