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 8-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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,083 |
RTD FINANCIAL ADVISORS, INC.2+ years Filed as: RTD FINANCIAL ADVISORS Service code 59 · EIN 22-2446145 | Shareholder Servicing | $11,382 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP LLC Service code 15 · EIN 27-2037969 | Recordkeeping | $8,727 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $7,698 |
Filed as: THE MAND MARBLESTONE GROUP LLC Service code 99 · EIN 20-4780677 | Other Fees | $6,950 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,958 | $89,652-52.1% | $141,162-69.6% | $65,185-34.1% |
| Participation rate | 67.9% | 74.7%-6.8pp | 82.5%-14.5pp | 70.2%-2.3pp |
| Annual return | 15.87% | 32.79%-16.9pp | 71.39%-55.5pp | 29.38%-13.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,496 | $5,691-21.0% | $6,709-33.0% | $3,514+27.9% |
| Admin fee / account holder | $284 | $569-50.0% | $10,261-97.2% | $847-66.4% |