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 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,171 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 15 · EIN 93-0987232 | Recordkeeping | $8,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,691 | $79,171-46.1% | $102,423-58.3% | $74,495-42.7% |
| Participation rate | 58.0% | 74.8%-16.8pp | 76.5%-18.5pp | 67.2%-9.2pp |
| Annual return | 11.99% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,306 | $2,362-44.7% | $3,023-56.8% | $2,623-50.2% |
| Participant deferral / active EE | $2,648 | $4,415-40.0% | $5,053-47.6% | $4,346-39.1% |
| Admin fee / account holder | $396 | $2,001-80.2% | $9,451-95.8% | $1,942-79.6% |