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 |
|---|---|---|
GBQ PARTNERS1+ years Filed as: GBQ PARTNERS, LLC Service code 15 · EIN 20-2122306 | Recordkeeping | $6,550 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,946 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 4449 EASTERN WAY STE 300 · COLUMBUS, OH 43219 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,254 | $45,283-72.9% | $155,790-92.1% | $52,331-76.6% |
| Participation rate | 69.8% | 62.2%+7.6pp | 76.1%-6.3pp | 68.1%+1.7pp |
| Annual return | -1.68% | 1.80%-3.5pp | 71.54%-73.2pp | 4.54%-6.2pp |
| Employer contribution / active EE | $430 | $1,329-67.7% | $3,836-88.8% | $1,882-77.2% |
| Participant deferral / active EE | $1,197 | $2,854-58.1% | $4,797-75.0% | $3,022-60.4% |
| Admin fee / account holder | $74 | $981-92.5% | $7,478-99.0% | $592-87.6% |