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 10-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 |
|---|---|---|
BRONTIDE LLC1 year Service code 15 · EIN 47-2943723 | Recordkeeping | $19,200 |
Filed as: CAMBRIDGE INVEST. RESEARCH ADVISORS Service code 15 · EIN 20-1665305 | Recordkeeping | $9,061 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $8,947 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,233 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,142 | $109,881-57.1% | $150,045-68.6% | $84,808-44.4% |
| Participation rate | 51.5% | 76.1%-24.6pp | 82.3%-30.8pp | 68.3%-16.8pp |
| Annual return | 2.42% | 28.25%-25.8pp | 62.55%-60.1pp | 40.90%-38.5pp |
| Employer contribution / active EE | $7,518 | $3,561+111.1% | $4,693+60.2% | $2,631+185.7% |
| Participant deferral / active EE | $17,187 | $6,636+159.0% | $7,997+114.9% | $4,212+308.1% |
| Admin fee / account holder | $603 | $8,568-93.0% | $13,435-95.5% | $7,344-91.8% |