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 LLP2 years Filed as: HA&W WEALTH MANAGEMENT LLC Service code 15 · EIN 58-2484343 | Recordkeeping | $15,592 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,145 |
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 | $29,272 | $48,064-39.1% | $78,778-62.8% | $69,631-58.0% |
| Participation rate | 39.1% | 61.6%-22.4pp | 69.2%-30.1pp | 70.7%-31.6pp |
| Annual return | 20.86% | 21.81%-1.0pp | 35.62%-14.8pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $801 | $744+7.8% | $1,986-59.7% | $2,032-60.6% |
| Participant deferral / active EE | $1,458 | $2,079-29.9% | $2,958-50.7% | $3,224-54.8% |
| Admin fee / account holder | $114 | $152-24.9% | $5,134-97.8% | $110+3.4% |