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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $54,993 |
EPSTEIN FINANCIAL SERVICES3+ years Service code 15 · EIN 04-4026919 | Recordkeeping | $35,031 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,824 | $96,458-77.4% | $136,294-84.0% | $77,958-72.0% |
| Participation rate | 48.7% | 75.4%-26.7pp | 81.9%-33.2pp | 71.6%-22.9pp |
| Annual return | 19.49% | 23.78%-4.3pp | 5155.94%-5136.4pp | 20.87%-1.4pp |
| Employer contribution / active EE | $246 | $3,144-92.2% | $4,695-94.8% | $2,310-89.3% |
| Participant deferral / active EE | $2,586 | $5,902-56.2% | $6,247-58.6% | $3,537-26.9% |
| Admin fee / account holder | $94 | $80+16.6% | $9,243-99.0% | $97-3.7% |