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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $30,552 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,220 |
ADP BROKER-DEALER7+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,902 | $95,416-20.5% | $185,823-59.2% | $85,850-11.6% |
| Participation rate | 66.3% | 68.8%-2.4pp | 81.7%-15.4pp | 69.3%-3.0pp |
| Annual return | 15.53% | 23.59%-8.1pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $809 | $3,314-75.6% | $5,167-84.3% | $2,565-68.4% |
| Participant deferral / active EE | $3,477 | $3,423+1.6% | $5,568-37.6% | $3,952-12.0% |
| Admin fee / account holder | $150 | $7,213-97.9% | $16,237-99.1% | $6,260-97.6% |