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 |
|---|---|---|
APRIO LLP1 year Filed as: HA&W WEALTH MANAGEMENT LLC Service code 15 · EIN 58-2484343 | Recordkeeping | $11,689 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,082 | $37,044-40.4% | $71,796-69.2% | $57,658-61.7% |
| Participation rate | 37.9% | 61.1%-23.2pp | 69.1%-31.2pp | 70.2%-32.3pp |
| Annual return | 6.39% | 12.64%-6.3pp | 78.04%-71.7pp | 5.13%+1.3pp |
| Employer contribution / active EE | $912 | $720+26.7% | $1,924-52.6% | $1,974-53.8% |
| Participant deferral / active EE | $1,326 | $1,974-32.8% | $2,794-52.5% | $3,061-56.7% |
| Admin fee / account holder | $125 | $101+23.6% | $4,815-97.4% | $95+31.9% |