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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,882 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $19,880 |
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 | $25,010 | $50,815-50.8% | $155,509-83.9% | $77,643-67.8% |
| Participation rate | 41.3% | 63.1%-21.8pp | 78.2%-36.8pp | 70.6%-29.2pp |
| Annual return | 12.76% | 34.80%-22.0pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,194 | $2,822-22.3% | $5,626-61.0% | $4,647-52.8% |
| Admin fee / account holder | $142 | $437-67.4% | $15,912-99.1% | $430-67.0% |