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 10-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 | $56,643 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 15 · EIN 47-0648506 | Recordkeeping | $27,681 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $21,856 | $82,202-73.4% | $125,339-82.6% | $64,808-66.3% |
| Participation rate | 93.6% | 77.9%+15.7pp | 82.4%+11.2pp | 71.5%+22.1pp |
| Annual return | -16.54% | 3.48%-20.0pp | 572.05%-588.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,868 | $3,615-48.3% | $4,814-61.2% | $2,506-25.5% |
| Participant deferral / active EE | $3,621 | $7,175-49.5% | $7,446-51.4% | $4,310-16.0% |
| Admin fee / account holder | $146 | $163-10.4% | $10,010-98.5% | $188-22.2% |