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 |
|---|---|---|
CHURCHILL PARTNERSHIP1 year Service code 15 · EIN 38-3563617 | Recordkeeping | $17,673 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,878 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $63,132 | $60,323+4.7% | $81,812-22.8% | $74,495-15.3% |
| Participation rate | 39.5% | 62.9%-23.4pp | 72.3%-32.9pp | 67.2%-27.7pp |
| Annual return | 15.60% | 16.90%-1.3pp | 773.79%-758.2pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,055 | $2,620-59.7% | $2,912-63.8% | $2,623-59.8% |
| Participant deferral / active EE | $1,876 | $3,387-44.6% | $4,319-56.5% | $4,346-56.8% |
| Admin fee / account holder | $224 | $1,486-84.9% | $7,386-97.0% | $1,942-88.5% |