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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $855 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC2 years 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 | $103,555 | $59,159+75.0% | $159,960-35.3% | $66,914+54.8% |
| Participation rate | 63.8% | 68.1%-4.3pp | 78.0%-14.1pp | 69.8%-6.0pp |
| Annual return | -14.89% | -12.26%-2.6pp | 408.60%-423.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,790 | $1,983-9.7% | $4,226-57.6% | $2,544-29.6% |
| Participant deferral / active EE | $9,007 | $4,395+104.9% | $6,182+45.7% | $4,237+112.6% |
| Admin fee / account holder | $9 | $591-98.5% | $8,698-99.9% | $593-98.5% |