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 9-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 | $94,830 |
Service code 15 · EIN 83-4368802 | Recordkeeping | $22,173 |
LITVIN & ASSOCIATES INC1 year Service code 15 · EIN 26-3046723 | Recordkeeping | $5,500 |
ADP BROKER-DEALER7 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.
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 | $10,537 | $50,815-79.3% | $155,509-93.2% | $77,643-86.4% |
| Participation rate | 55.6% | 63.1%-7.5pp | 78.2%-22.6pp | 70.6%-15.0pp |
| Annual return | 13.70% | 34.80%-21.1pp | 64.67%-51.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,983 | $2,822-29.7% | $5,626-64.8% | $4,647-57.3% |
| Admin fee / account holder | $191 | $437-56.4% | $15,912-98.8% | $430-55.7% |