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 LLP3 years Filed as: HA&W WEALTH MANAGEMENT LLC Service code 15 · EIN 58-2484343 | Recordkeeping | $18,756 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,243 | $35,485-26.0% | $74,550-64.8% | $55,725-52.9% |
| Participation rate | 43.2% | 62.5%-19.4pp | 69.1%-26.0pp | 70.9%-27.7pp |
| Annual return | -7.79% | 0.72%-8.5pp | 32.53%-40.3pp | 244.93%-252.7pp |
| Employer contribution / active EE | $960 | $777+23.5% | $1,961-51.0% | $2,078-53.8% |
| Participant deferral / active EE | $1,661 | $2,181-23.8% | $3,108-46.6% | $3,356-50.5% |
| Admin fee / account holder | $118 | $114+3.4% | $5,060-97.7% | $115+2.7% |