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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $825 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
J W COLE FINANCIAL INC2 years Filed as: JW COLE FINANCIAL INC Service code 49 661 RIDGE RD · WEBSTER, NY 14580 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,410 | $27,641+53.4% | $61,373-30.9% | $68,494-38.1% |
| Participation rate | 21.1% | 39.5%-18.4pp | 52.6%-31.5pp | 67.9%-46.8pp |
| Annual return | -17.43% | -13.24%-4.2pp | 338.61%-356.0pp | -7.84%-9.6pp |
| Employer contribution / active EE | $918 | $695+32.1% | $1,159-20.8% | $2,596-64.6% |
| Participant deferral / active EE | $2,792 | $1,263+121.0% | $2,125+31.4% | $4,027-30.7% |
| Admin fee / account holder | $28 | $2,010-98.6% | $2,130-98.7% | $5,403-99.5% |