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 | $1,496 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PROEQUITIES INC2 years Filed as: PROEQUITIES Service code 49 555 S OLD WOODWARD · BIRMINGHAM, MI 48009 | Other Services | $0 |
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 | $14,392 | $64,707-77.8% | $112,228-87.2% | $68,494-79.0% |
| Participation rate | 77.9% | 67.2%+10.8pp | 75.1%+2.8pp | 67.9%+10.0pp |
| Annual return | -16.66% | -11.40%-5.3pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,615 | $3,565+1.4% | $4,728-23.5% | $4,027-10.2% |
| Admin fee / account holder | $10 | $5,232-99.8% | $6,410-99.8% | $5,403-99.8% |