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: ABD RETIREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $12,520 |
Filed as: SILICON VALLEY ACCOUNTANCY CORPORAT Service code 15 · EIN 77-0573994 | Recordkeeping | $12,150 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $996 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $71,075 | $33,067+114.9% | $76,523-7.1% | $56,287+26.3% |
| Participation rate | 50.8% | 55.4%-4.5pp | 68.0%-17.2pp | 69.9%-19.0pp |
| Annual return | 79.30% | 2.72%+76.6pp | -0.27%+79.6pp | -9.96%+89.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,942 | $2,240-13.3% | $3,835-49.4% | $3,350-42.0% |
| Admin fee / account holder | $209 | $537-61.1% | $4,848-95.7% | $521-59.9% |