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 |
|---|---|---|
CADARET GRANT & CO INC3 years Service code 15 · EIN 22-2361254 | Recordkeeping | $26,095 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,963 |
ADP BROKER-DEALER4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,373 | $54,517+104.3% | $75,972+46.6% | $74,495+49.5% |
| Participation rate | 58.3% | 60.3%-2.0pp | 69.1%-10.7pp | 67.2%-8.9pp |
| Annual return | 15.38% | 31.82%-16.4pp | 359.55%-344.2pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $552 | $1,777-68.9% | $2,685-79.4% | $2,623-78.9% |
| Participant deferral / active EE | $4,628 | $3,066+51.0% | $4,255+8.8% | $4,346+6.5% |
| Admin fee / account holder | $293 | $2,229-86.9% | $6,467-95.5% | $1,942-84.9% |