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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $95,350 |
Filed as: STONEHILL FIDCUCIARY MANAGEMENT Service code 15 · EIN 45-5608425 | Recordkeeping | $42,711 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $20,955 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,209 | $29,546-48.5% | $56,441-73.1% | $77,671-80.4% |
| Participation rate | 86.3% | 32.7%+53.6pp | 52.5%+33.8pp | 70.6%+15.7pp |
| Annual return | 13.30% | 19.01%-5.7pp | 1704.21%-1690.9pp | 31.21%-17.9pp |
| Employer contribution / active EE | $0 | $568-99.9% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,475 | $1,061+227.5% | $1,953+77.9% | $4,648-25.2% |
| Admin fee / account holder | $133 | $1,046-87.3% | $2,829-95.3% | $430-69.1% |