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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,885 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 15 · EIN 71-0927304 | Recordkeeping | $9,490 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,007 | $77,660-67.8% | $109,143-77.1% | $79,386-68.5% |
| Participation rate | 47.8% | 67.8%-20.0pp | 75.9%-28.1pp | 70.7%-23.0pp |
| Annual return | 28.65% | 23.44%+5.2pp | 25.75%+2.9pp | 116.85%-88.2pp |
| Employer contribution / active EE | $1,102 | $2,797-60.6% | $3,722-70.4% | $2,427-54.6% |
| Participant deferral / active EE | $2,902 | $3,518-17.5% | $4,653-37.6% | $4,046-28.3% |
| Admin fee / account holder | $203 | $732-72.3% | $6,752-97.0% | $626-67.6% |