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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,104 |
SINGERLEWAK LLP2 years Service code 15 · EIN 95-2302617 | Recordkeeping | $18,563 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,311 | $86,225-77.6% | $146,665-86.8% | $86,799-77.8% |
| Participation rate | 94.1% | 78.0%+16.1pp | 80.1%+14.0pp | 72.3%+21.8pp |
| Annual return | 13.77% | 31.23%-17.5pp | 22.74%-9.0pp | 97.91%-84.1pp |
| Employer contribution / active EE | $434 | $2,392-81.9% | $4,136-89.5% | $2,405-82.0% |
| Participant deferral / active EE | $3,429 | $4,245-19.2% | $5,506-37.7% | $4,131-17.0% |
| Admin fee / account holder | $164 | $195-15.9% | $10,280-98.4% | $170-3.1% |