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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $210,857 |
Filed as: INTELLIGENCE DRIVEN ADVISERS, LLC Service code 15 · EIN 83-2499358 | Recordkeeping | $11,131 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,470 | $118,972-98.8% | $62,929-97.7% | $118,972-98.8% |
| Participation rate | 78.3% | 78.0%+0.3pp | 73.1%+5.2pp | 78.0%+0.3pp |
| Annual return | 15.94% | 15.19%+0.8pp | 1063.93%-1048.0pp | 15.19%+0.8pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,505-100.0% | $3,776-100.0% |
| Participant deferral / active EE | $567 | $6,017-90.6% | $3,888-85.4% | $6,017-90.6% |
| Admin fee / account holder | $32 | $127-74.4% | $5,065-99.4% | $127-74.4% |