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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,607 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURIAN FINANCIAL SERVICES INC5+ years Filed as: SECURIAN, INC Service code 49 225 SEVEN FARMS DRIVE · DANIEL ISLAND, SC 29492 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,539 | $58,101-30.2% | $118,925-65.9% | $73,409-44.8% |
| Participation rate | 52.3% | 56.1%-3.9pp | 75.4%-23.1pp | 72.2%-19.9pp |
| Annual return | 12.41% | 20.56%-8.2pp | 35.88%-23.5pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,604 | $1,445+11.0% | $3,263-50.8% | $2,234-28.2% |
| Participant deferral / active EE | $2,793 | $2,400+16.4% | $4,265-34.5% | $3,805-26.6% |
| Admin fee / account holder | $9 | $138-93.6% | $6,581-99.9% | $158-94.4% |