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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $82,055 |
Filed as: FIFTH THIRD BANK Service code 15 · EIN 31-0676865 | Recordkeeping | $8,542 |
ADP BROKER-DEALER6+ 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 | $29,049 | $89,436-67.5% | $164,813-82.4% | $77,643-62.6% |
| Participation rate | 93.9% | 78.6%+15.3pp | 78.6%+15.3pp | 70.6%+23.3pp |
| Annual return | 12.49% | 28.83%-16.3pp | 69.93%-57.4pp | 31.24%-18.8pp |
| Employer contribution / active EE | $500 | $2,569-80.5% | $4,341-88.5% | $2,726-81.7% |
| Participant deferral / active EE | $3,961 | $4,897-19.1% | $6,031-34.3% | $4,647-14.8% |
| Admin fee / account holder | $170 | $339-50.0% | $12,690-98.7% | $430-60.6% |