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 LLP5 years Filed as: HA&W WEALTH MANAGEMENT LLC Service code 15 · EIN 58-2484343 | Recordkeeping | $23,429 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,590 |
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 | $35,922 | $64,286-44.1% | $90,951-60.5% | $73,409-51.1% |
| Participation rate | 42.8% | 63.6%-20.8pp | 69.0%-26.2pp | 72.2%-29.4pp |
| Annual return | 13.67% | 21.45%-7.8pp | 134.60%-120.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $447 | $895-50.0% | $2,122-78.9% | $2,234-80.0% |
| Participant deferral / active EE | $1,789 | $2,453-27.1% | $3,373-47.0% | $3,805-53.0% |
| Admin fee / account holder | $139 | $287-51.6% | $5,959-97.7% | $158-12.0% |