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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP Service code 13 · EIN 22-1467904 11405 BLUEGRASS PARKWAY · LOUISVILLE, KY 40299 | Contract Administrator | $8,642 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,797 | $84,233-88.4% | $170,442-94.3% | $70,131-86.0% |
| Participation rate | 92.8% | 70.8%+21.9pp | 83.6%+9.2pp | 69.5%+23.2pp |
| Annual return | 16.51% | 23.06%-6.6pp | 205.93%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,630 | $3,387+7.2% | $5,433-33.2% | $2,342+55.0% |
| Participant deferral / active EE | $1,029 | $3,086-66.6% | $4,939-79.2% | $3,332-69.1% |
| Admin fee / account holder | $84 | $5,698-98.5% | $13,880-99.4% | $4,645-98.2% |