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 9-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 |
|---|---|---|
GOOD LIFE ADVISORS, LLC3 years Service code 15 · EIN 47-1058535 | Recordkeeping | $16,020 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,061 | $66,098-28.8% | $101,794-53.8% | $74,304-36.7% |
| Participation rate | 46.6% | 53.8%-7.1pp | 69.2%-22.5pp | 60.3%-13.7pp |
| Annual return | 26.03% | 19.59%+6.4pp | 30.53%-4.5pp | 29.43%-3.4pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,761 | $2,781-0.7% | $4,084-32.4% | $3,767-26.7% |
| Admin fee / account holder | $256 | $4,146-93.8% | $8,777-97.1% | $2,969-91.4% |