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 LLC7+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $40,440 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,735 |
ADP BROKER-DEALER7+ 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 | $63,493 | $56,485+12.4% | $185,823-65.8% | $86,799-26.9% |
| Participation rate | 38.3% | 65.5%-27.2pp | 81.7%-43.4pp | 72.3%-34.0pp |
| Annual return | 14.28% | 118.04%-103.8pp | 122.05%-107.8pp | 97.91%-83.6pp |
| Employer contribution / active EE | $1,225 | $1,843-33.5% | $5,167-76.3% | $2,405-49.1% |
| Participant deferral / active EE | $1,762 | $2,553-31.0% | $5,568-68.4% | $4,131-57.3% |
| Admin fee / account holder | $135 | $150-10.0% | $16,237-99.2% | $170-20.6% |