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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC5+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $30,526 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,590 |
ADP BROKER-DEALER5+ 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 | $50,773 | $52,953-4.1% | $172,739-70.6% | $65,185-22.1% |
| Participation rate | 48.0% | 66.2%-18.2pp | 82.6%-34.7pp | 70.2%-22.2pp |
| Annual return | 19.36% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,366 | $2,190-37.6% | $5,143-73.4% | $2,177-37.2% |
| Participant deferral / active EE | $1,819 | $2,471-26.4% | $5,198-65.0% | $3,514-48.2% |
| Admin fee / account holder | $179 | $472-62.0% | $13,954-98.7% | $847-78.8% |