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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,586 |
AMERICAN FUNDS2 years Filed as: THE CAPITAL GROUP Service code 15 · EIN 46-4255096 | Recordkeeping | $30,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,310 | $95,274-69.2% | $135,903-78.4% | $74,419-60.6% |
| Participation rate | 47.8% | 78.2%-30.4pp | 81.9%-34.1pp | 70.7%-22.9pp |
| Annual return | 38.98% | 32.77%+6.2pp | 68.23%-29.3pp | 34.38%+4.6pp |
| Employer contribution / active EE | $1,920 | $3,874-50.4% | $4,856-60.5% | $2,637-27.2% |
| Participant deferral / active EE | $3,725 | $7,782-52.1% | $7,758-52.0% | $4,528-17.7% |
| Admin fee / account holder | $194 | $266-27.2% | $10,762-98.2% | $348-44.3% |