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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $80,048 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,673 |
BUCKNO LISICKY & COMPANY1 year Filed as: BUCKNO LISICKY & COMPANY LLC Service code 15 · EIN 23-2426656 | Recordkeeping | $19,075 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,859 | $56,767+116.4% | $101,794+20.7% | $85,563+43.6% |
| Participation rate | 25.5% | 57.6%-32.0pp | 69.2%-43.6pp | 66.0%-40.4pp |
| Annual return | 12.55% | 17.76%-5.2pp | 30.53%-18.0pp | 31.51%-19.0pp |
| Employer contribution / active EE | $552 | $1,112-50.4% | $2,289-75.9% | $2,654-79.2% |
| Participant deferral / active EE | $1,904 | $2,720-30.0% | $4,084-53.4% | $4,375-56.5% |
| Admin fee / account holder | $232 | $1,098-78.8% | $8,777-97.4% | $834-72.1% |