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 5-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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $74,318 |
LPL FINANCIAL4+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $16,404 |
ADP BROKER-DEALER4+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,307 | $83,884-77.0% | $64,056-69.9% | $74,419-74.1% |
| Participation rate | 54.1% | 76.6%-22.6pp | 72.3%-18.2pp | 70.7%-16.7pp |
| Annual return | 18.08% | 16.57%+1.5pp | 33.69%-15.6pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,193 | $3,084-61.3% | $2,747-56.6% | $2,637-54.8% |
| Participant deferral / active EE | $2,237 | $3,692-39.4% | $3,880-42.4% | $4,528-50.6% |
| Admin fee / account holder | $213 | $196+8.6% | $3,068-93.1% | $348-38.8% |