Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $129,924 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $105,614 |
JAMES A. REICHERT1 year Service code 15 · EIN 84-0858799 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,349 | $58,644+30.2% | $178,014-57.1% | $199,768-61.8% |
| Participation rate | 55.0% | 65.5%-10.5pp | 77.1%-22.1pp | 72.0%-17.0pp |
| Annual return | 18.11% | 19.25%-1.1pp | 294.80%-276.7pp | 34.26%-16.1pp |
| Employer contribution / active EE | $4,735 | $1,801+162.8% | $3,950+19.9% | $3,037+55.9% |
| Participant deferral / active EE | $6,540 | $4,248+54.0% | $6,276+4.2% | $5,090+28.5% |
| Admin fee / account holder | $278 | $145+91.5% | $10,362-97.3% | $269+3.5% |