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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80,656 |
SINGERLEWAK LLP4 years Service code 15 · EIN 95-2302617 | Recordkeeping | $31,517 |
ADP BROKER-DEALER5+ 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 | $24,386 | $91,372-73.3% | $129,995-81.2% | $74,419-67.2% |
| Participation rate | 94.4% | 77.8%+16.6pp | 78.5%+15.9pp | 70.7%+23.7pp |
| Annual return | 18.11% | 23.21%-5.1pp | -137.18%+155.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $497 | $2,563-80.6% | $4,320-88.5% | $2,637-81.2% |
| Participant deferral / active EE | $3,811 | $4,721-19.3% | $5,820-34.5% | $4,528-15.8% |
| Admin fee / account holder | $206 | $283-27.2% | $10,614-98.1% | $348-40.7% |