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 6-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 | $38,522 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $19,216 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,527 | $42,353-11.4% | $79,550-52.8% | $64,808-42.1% |
| Participation rate | 83.0% | 64.8%+18.3pp | 69.5%+13.5pp | 71.5%+11.5pp |
| Annual return | -10.98% | -12.24%+1.3pp | 0.16%-11.1pp | 32.82%-43.8pp |
| Employer contribution / active EE | $3,027 | $1,181+156.5% | $2,413+25.5% | $2,506+20.8% |
| Participant deferral / active EE | $5,417 | $3,170+70.9% | $3,985+35.9% | $4,310+25.7% |
| Admin fee / account holder | $227 | $160+42.3% | $6,832-96.7% | $188+20.9% |