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-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,533 | $54,320+15.1% | $67,652-7.6% | $52,331+19.5% |
| Participation rate | 49.6% | 73.6%-24.0pp | 75.7%-26.1pp | 68.1%-18.5pp |
| Annual return | -3.23% | 6.81%-10.0pp | 6625.04%-6628.3pp | 4.54%-7.8pp |
| Employer contribution / active EE | $898 | $1,544-41.8% | $2,266-60.4% | $1,882-52.3% |
| Participant deferral / active EE | $3,848 | $2,950+30.4% | $3,560+8.1% | $3,022+27.3% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |