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 | $17,188 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $5,764 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,086 | $65,061-81.4% | $143,757-91.6% | $66,914-81.9% |
| Participation rate | 71.6% | 65.2%+6.4pp | 80.3%-8.7pp | 69.8%+1.8pp |
| Annual return | -17.25% | -11.14%-6.1pp | -0.04%-17.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $885 | $2,361-62.5% | $4,951-82.1% | $2,544-65.2% |
| Participant deferral / active EE | $1,703 | $2,919-41.7% | $5,637-69.8% | $4,237-59.8% |
| Admin fee / account holder | $115 | $502-77.1% | $14,673-99.2% | $593-80.7% |