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 | $39,866 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,345 | $48,277-28.9% | $63,517-45.9% | $55,191-37.8% |
| Participation rate | 61.0% | 69.4%-8.4pp | 71.0%-10.1pp | 69.2%-8.2pp |
| Annual return | -2.34% | 2.37%-4.7pp | -70.30%+68.0pp | 10.78%-13.1pp |
| Employer contribution / active EE | $1,177 | $1,592-26.1% | $2,322-49.3% | $1,899-38.0% |
| Participant deferral / active EE | $2,265 | $2,432-6.9% | $2,953-23.3% | $3,046-25.6% |
| Admin fee / account holder | $0 | $86-100.0% | $5,892-100.0% | $91-100.0% |