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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $112,290 |
CADARET GRANT & CO INC2 years Service code 15 · EIN 22-2361254 | Recordkeeping | $24,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,871 | $66,457-64.1% | $81,382-70.7% | $77,643-69.3% |
| Participation rate | 66.0% | 68.7%-2.8pp | 69.5%-3.5pp | 70.6%-4.6pp |
| Annual return | 10.98% | 15.93%-5.0pp | 24.73%-13.8pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,406 | $2,159-34.9% | $2,463-42.9% | $2,726-48.4% |
| Participant deferral / active EE | $2,269 | $3,679-38.3% | $3,883-41.6% | $4,647-51.2% |
| Admin fee / account holder | $292 | $583-50.0% | $5,768-94.9% | $430-32.3% |