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 | $33,541 |
GREENLEAF TRUST7 years Filed as: GREENLEAF ADVISORS LLC Service code 15 · EIN 47-1303673 | Recordkeeping | $28,979 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $27,817 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUMSMITHBROWN, PC Service code 15 · EIN 22-2027092 | Recordkeeping | $11,440 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,686 | $34,677-40.3% | $77,024-73.1% | $64,808-68.1% |
| Participation rate | 73.8% | 49.8%+24.0pp | 67.9%+5.9pp | 71.5%+2.4pp |
| Annual return | -15.56% | -5.33%-10.2pp | 42.32%-57.9pp | 32.82%-48.4pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $8,724 | $2,556+241.3% | $4,426+97.1% | $4,310+102.4% |
| Admin fee / account holder | $149 | $179-16.4% | $5,425-97.2% | $188-20.5% |