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 |
|---|---|---|
Filed as: INDEX FUND ADVISORS, INC. Service code 15 · EIN 46-3096907 | Recordkeeping | $22,505 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,233 | $60,795-10.8% | $69,455-21.9% | $65,185-16.8% |
| Participation rate | 49.1% | 74.9%-25.8pp | 74.6%-25.5pp | 70.2%-21.1pp |
| Annual return | 13.49% | 17.46%-4.0pp | 28.97%-15.5pp | 29.38%-15.9pp |
| Employer contribution / active EE | $643 | $2,452-73.8% | $2,779-76.9% | $2,177-70.5% |
| Participant deferral / active EE | $2,481 | $3,162-21.5% | $3,535-29.8% | $3,514-29.4% |
| Admin fee / account holder | $347 | $314+10.6% | $3,839-91.0% | $847-59.0% |