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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,162 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT ADVISORS Service code 49 1 INTERNATIONAL BLVD STE 340 · MAHWAH, NJ 07495 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,111 | $70,879+79.3% | $189,557-32.9% | $79,386+60.1% |
| Participation rate | 65.1% | 68.0%-2.9pp | 78.4%-13.3pp | 70.7%-5.6pp |
| Annual return | 17.68% | 20.70%-3.0pp | 64.17%-46.5pp | 116.85%-99.2pp |
| Employer contribution / active EE | $1,696 | $1,806-6.1% | $4,412-61.6% | $2,427-30.1% |
| Participant deferral / active EE | $8,551 | $4,081+109.5% | $6,174+38.5% | $4,046+111.4% |
| Admin fee / account holder | $12 | $647-98.2% | $9,807-99.9% | $626-98.1% |