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 6-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 |
|---|---|---|
ELLWOOD ASSOCIATES1 year Filed as: J.H. ELLWOOD & ASSOCIATES Service code 15 33 WEST MONROE STREET · CHICAGO, IL 60603 | Recordkeeping | $28,731 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,635 |
ADP BROKER-DEALER2+ 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.
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 | $35,363 | $85,135-58.5% | $98,907-64.2% | $73,409-51.8% |
| Participation rate | 58.4% | 81.1%-22.7pp | 76.0%-17.6pp | 72.2%-13.7pp |
| Annual return | 14.29% | 19.14%-4.8pp | 196.43%-182.1pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,329 | $2,721-51.2% | $2,689-50.6% | $2,234-40.5% |
| Participant deferral / active EE | $2,872 | $4,349-34.0% | $4,244-32.3% | $3,805-24.5% |
| Admin fee / account holder | $41 | $139-70.7% | $6,642-99.4% | $158-74.2% |