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 |
|---|---|---|
ADVISORNET FINANCIAL1 year Service code 15 · EIN 41-1378662 | Recordkeeping | $15,864 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,441 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $26,832 | $66,302-59.5% | $110,238-75.7% | $56,287-52.3% |
| Participation rate | 84.6% | 74.9%+9.7pp | 79.8%+4.7pp | 69.9%+14.7pp |
| Annual return | -4.94% | -1.18%-3.8pp | 314.74%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,640 | $2,047-19.9% | $3,826-57.1% | $2,111-22.3% |
| Participant deferral / active EE | $3,477 | $3,381+2.8% | $4,672-25.6% | $3,350+3.8% |
| Admin fee / account holder | $117 | $698-83.3% | $8,547-98.6% | $521-77.6% |