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 |
|---|---|---|
FOSTER & WOOD6 years Service code 15 · EIN 46-0867108 | Recordkeeping | $20,185 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,948 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,316 | $62,127-23.8% | $81,382-41.9% | $74,495-36.5% |
| Participation rate | 22.8% | 64.0%-41.3pp | 69.5%-46.7pp | 67.2%-44.4pp |
| Annual return | 14.70% | 16.48%-1.8pp | 24.73%-10.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $557 | $1,882-70.4% | $2,463-77.4% | $2,623-78.8% |
| Participant deferral / active EE | $1,340 | $3,229-58.5% | $3,883-65.5% | $4,346-69.2% |
| Admin fee / account holder | $190 | $1,934-90.2% | $5,768-96.7% | $1,942-90.2% |