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 | $30,542 |
MOORE COLSON4+ years Service code 15 · EIN 58-1653941 | Recordkeeping | $15,340 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,230 |
ADP BROKER-DEALER4+ 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 | $63,220 | $75,388-16.1% | $123,544-48.8% | $55,725+13.4% |
| Participation rate | 58.8% | 75.7%-16.8pp | 82.3%-23.5pp | 70.9%-12.0pp |
| Annual return | -6.06% | 4.48%-10.5pp | 119.20%-125.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,659 | $3,063-13.2% | $4,628-42.5% | $2,078+28.0% |
| Participant deferral / active EE | $5,792 | $5,651+2.5% | $6,426-9.9% | $3,356+72.6% |
| Admin fee / account holder | $84 | $120-29.8% | $9,284-99.1% | $115-27.0% |