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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,683 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 15 · EIN 71-0927304 | Recordkeeping | $11,461 |
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 | $19,277 | $64,119-69.9% | $112,228-82.8% | $66,914-71.2% |
| Participation rate | 50.8% | 68.5%-17.6pp | 75.1%-24.2pp | 69.8%-19.0pp |
| Annual return | -18.16% | -13.81%-4.4pp | 27.45%-45.6pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,187 | $3,005-60.5% | $3,635-67.3% | $2,544-53.3% |
| Participant deferral / active EE | $2,930 | $3,693-20.7% | $4,728-38.0% | $4,237-30.9% |
| Admin fee / account holder | $218 | $625-65.1% | $6,410-96.6% | $593-63.2% |