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 |
|---|---|---|
Filed as: JAFFE TILCHIN INVESTMENT PARTNERS Service code 15 · EIN 90-0591692 | Recordkeeping | $6,441 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,011 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $6,899 | $60,261-88.6% | $81,783-91.6% | $74,546-90.7% |
| Participation rate | 70.2% | 62.9%+7.4pp | 72.4%-2.1pp | 67.2%+3.0pp |
| Annual return | 11.56% | 16.88%-5.3pp | 775.05%-763.5pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $950 | $3,388-72.0% | $4,320-78.0% | $4,347-78.2% |
| Admin fee / account holder | $57 | $1,482-96.2% | $7,380-99.2% | $1,944-97.1% |