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 | $84,951 |
SINGERLEWAK LLP3 years Service code 15 · EIN 95-2302617 | Recordkeeping | $18,626 |
ADP BROKER-DEALER4+ 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 | $19,015 | $71,142-73.3% | $119,609-84.1% | $64,808-70.7% |
| Participation rate | 94.5% | 78.6%+15.9pp | 79.3%+15.2pp | 71.5%+23.0pp |
| Annual return | -15.22% | -10.01%-5.2pp | -14.97%-0.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $479 | $2,497-80.8% | $4,232-88.7% | $2,506-80.9% |
| Participant deferral / active EE | $3,946 | $4,490-12.1% | $5,602-29.6% | $4,310-8.4% |
| Admin fee / account holder | $187 | $162+15.1% | $10,323-98.2% | $188-0.6% |