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 |
|---|---|---|
Service code 15 · EIN 14-0458760 | Recordkeeping | $20,295 |
CADARET GRANT & CO INC1 year Service code 15 · EIN 22-2361254 | Recordkeeping | $5,991 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,048 |
ADP BROKER-DEALER2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,963 | $48,265+65.7% | $68,791+16.2% | $68,494+16.7% |
| Participation rate | 65.8% | 60.7%+5.1pp | 69.0%-3.3pp | 67.9%-2.1pp |
| Annual return | -17.01% | -12.71%-4.3pp | -6.38%-10.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,670 | $1,829-8.7% | $2,655-37.1% | $2,596-35.7% |
| Participant deferral / active EE | $3,092 | $2,867+7.9% | $3,941-21.5% | $4,027-23.2% |
| Admin fee / account holder | $267 | $4,355-93.9% | $4,932-94.6% | $5,403-95.1% |