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 LLP4 years Filed as: HA&W WEALTH MANAGEMENT LLC Service code 15 · EIN 58-2484343 | Recordkeeping | $20,677 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,483 | $40,174-21.6% | $84,015-62.5% | $67,579-53.4% |
| Participation rate | 44.5% | 62.7%-18.1pp | 69.0%-24.5pp | 71.3%-26.7pp |
| Annual return | 25.43% | 25.82%-0.4pp | 71.31%-45.9pp | 378.56%-353.1pp |
| Employer contribution / active EE | $880 | $808+8.9% | $1,983-55.7% | $2,148-59.0% |
| Participant deferral / active EE | $1,626 | $2,301-29.3% | $3,239-49.8% | $3,539-54.0% |
| Admin fee / account holder | $119 | $128-6.9% | $6,101-98.0% | $142-16.1% |