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 LLP7 years Filed as: HA&W WEALTH MANAGEMENT LLC Service code 15 · EIN 58-2484343 | Recordkeeping | $19,599 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,472 | $42,353-30.4% | $79,550-63.0% | $64,808-54.5% |
| Participation rate | 44.1% | 64.8%-20.6pp | 69.5%-25.4pp | 71.5%-27.4pp |
| Annual return | -16.47% | -12.24%-4.2pp | 0.16%-16.6pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,281 | $1,181+8.5% | $2,413-46.9% | $2,506-48.9% |
| Participant deferral / active EE | $2,504 | $3,170-21.0% | $3,985-37.2% | $4,310-41.9% |
| Admin fee / account holder | $110 | $160-30.8% | $6,832-98.4% | $188-41.2% |