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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC6+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $25,514 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,815 |
ADP BROKER-DEALER6+ 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 | $64,383 | $52,293+23.1% | $178,490-63.9% | $73,409-12.3% |
| Participation rate | 41.9% | 65.3%-23.4pp | 81.9%-40.0pp | 72.2%-30.3pp |
| Annual return | 14.27% | 34.75%-20.5pp | 151.07%-136.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,358 | $1,735-21.8% | $5,011-72.9% | $2,234-39.2% |
| Participant deferral / active EE | $1,908 | $2,332-18.2% | $5,202-63.3% | $3,805-49.9% |
| Admin fee / account holder | $131 | $127+3.1% | $13,984-99.1% | $158-16.8% |