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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,320 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP Service code 15 · EIN 46-4255096 | Recordkeeping | $9,910 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,772 | $82,202-75.9% | $125,339-84.2% | $64,808-69.5% |
| Participation rate | 78.4% | 77.9%+0.6pp | 82.4%-3.9pp | 71.5%+7.0pp |
| Annual return | -12.50% | 3.48%-16.0pp | 572.05%-584.6pp | 32.82%-45.3pp |
| Employer contribution / active EE | $2,832 | $3,615-21.7% | $4,814-41.2% | $2,506+13.0% |
| Participant deferral / active EE | $5,586 | $7,175-22.1% | $7,446-25.0% | $4,310+29.6% |
| Admin fee / account holder | $108 | $163-34.1% | $10,010-98.9% | $188-42.7% |