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 7-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,612 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $8,131 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,999 | $80,724-80.2% | $103,333-84.5% | $74,495-78.5% |
| Participation rate | 83.7% | 65.7%+18.0pp | 74.5%+9.2pp | 67.2%+16.5pp |
| Annual return | 13.67% | 27.56%-13.9pp | 24.88%-11.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $365 | $3,157-88.4% | $3,868-90.6% | $2,623-86.1% |
| Participant deferral / active EE | $2,735 | $3,860-29.1% | $5,057-45.9% | $4,346-37.1% |
| Admin fee / account holder | $162 | $2,368-93.2% | $8,355-98.1% | $1,942-91.7% |