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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,250 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $8,024 |
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 | $48,815 | $73,004-33.1% | $90,749-46.2% | $68,494-28.7% |
| Participation rate | 88.4% | 70.8%+17.6pp | 75.7%+12.7pp | 67.9%+20.5pp |
| Annual return | -16.33% | -13.81%-2.5pp | -12.16%-4.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $511 | $2,193-76.7% | $2,921-82.5% | $2,596-80.3% |
| Participant deferral / active EE | $3,314 | $3,627-8.6% | $4,564-27.4% | $4,027-17.7% |
| Admin fee / account holder | $241 | $5,896-95.9% | $8,445-97.1% | $5,403-95.5% |