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 |
|---|---|---|
TRI-AD ACTUARIES, INC.1 year Service code 13 · EIN 95-2887986 | Contract Administrator | $7,447 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,585 |
ADP BROKER-DEALER5+ years Service code 49 | 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 | $46,173 | $89,652-48.5% | $141,162-67.3% | $65,185-29.2% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.5%-32.5pp | 70.2%-20.2pp |
| Annual return | 25.76% | 32.79%-7.0pp | 71.39%-45.6pp | 29.38%-3.6pp |
| Employer contribution / active EE | $1,506 | $3,065-50.9% | $4,735-68.2% | $2,177-30.8% |
| Participant deferral / active EE | $10,713 | $5,691+88.2% | $6,709+59.7% | $3,514+204.9% |
| Admin fee / account holder | $86 | $569-84.9% | $10,261-99.2% | $847-89.8% |