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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $83,217 |
MOORE COLSON3+ years Service code 15 · EIN 58-1653941 | Recordkeeping | $14,739 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,007 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $74,594 | $155,795-52.1% | $136,294-45.3% | $69,631+7.1% |
| Participation rate | 46.6% | 75.2%-28.7pp | 81.9%-35.4pp | 70.7%-24.1pp |
| Annual return | 16.85% | 232464.33%-232447.5pp | 5155.94%-5139.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $2,338 | $2,991-21.8% | $4,695-50.2% | $2,032+15.0% |
| Participant deferral / active EE | $5,396 | $5,3940% | $6,247-13.6% | $3,224+67.4% |
| Admin fee / account holder | $97 | $128-24.5% | $9,243-99.0% | $110-12.4% |