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 Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,292 |
WILLIAM BLAIR1+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $9,005 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,103 | $39,458-76.9% | $60,547-85.0% | $55,191-83.5% |
| Participation rate | 36.2% | 59.6%-23.4pp | 68.0%-31.8pp | 69.2%-33.0pp |
| Annual return | -1.52% | 3.35%-4.9pp | 335.64%-337.2pp | 10.78%-12.3pp |
| Employer contribution / active EE | $173 | $1,210-85.7% | $2,419-92.9% | $1,899-90.9% |
| Participant deferral / active EE | $597 | $2,140-72.1% | $3,328-82.1% | $3,046-80.4% |
| Admin fee / account holder | $79 | $95-16.5% | $4,536-98.2% | $91-12.5% |