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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,515 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $27,865 |
Filed as: CONTINUM HEALTH ALLIANCE, LLC Service code 15 · EIN 20-1073471 | Recordkeeping | $10,000 |
ADP BROKER-DEALER6 years 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.
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 | $7,891 | $44,960-82.4% | $84,966-90.7% | $74,495-89.4% |
| Participation rate | 18.5% | 49.4%-30.8pp | 67.5%-49.0pp | 67.2%-48.7pp |
| Annual return | -60.56% | 26.24%-86.8pp | 66.38%-126.9pp | 1364.94%-1425.5pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,453 | $2,731+26.4% | $4,519-23.6% | $4,346-20.5% |
| Admin fee / account holder | $2,048 | $2,209-7.3% | $6,149-66.7% | $1,942+5.5% |