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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,564 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $23,648 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,635 | $50,815-53.5% | $155,509-84.8% | $77,643-69.6% |
| Participation rate | 41.9% | 63.1%-21.2pp | 78.2%-36.3pp | 70.6%-28.7pp |
| Annual return | 10.45% | 34.80%-24.4pp | 64.67%-54.2pp | 31.24%-20.8pp |
| Employer contribution / active EE | $1,102 | $1,993-44.7% | $4,672-76.4% | $2,726-59.6% |
| Participant deferral / active EE | $2,331 | $2,822-17.4% | $5,626-58.6% | $4,647-49.8% |
| Admin fee / account holder | $265 | $437-39.4% | $15,912-98.3% | $430-38.5% |