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 6-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,507 |
Filed as: CAMBRIDGE INVEST. RESEARCH ADVISORS Service code 15 · EIN 20-1665305 | Recordkeeping | $7,792 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $5,795 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,707 | $98,727-56.7% | $113,168-62.3% | $85,563-50.1% |
| Participation rate | 95.7% | 80.8%+14.9pp | 76.6%+19.2pp | 66.0%+29.8pp |
| Annual return | 33.22% | 17.43%+15.8pp | 24.27%+8.9pp | 31.51%+1.7pp |
| Employer contribution / active EE | $2,379 | $2,907-18.2% | $2,975-20.0% | $2,654-10.4% |
| Participant deferral / active EE | $7,644 | $5,424+40.9% | $5,107+49.7% | $4,375+74.7% |
| Admin fee / account holder | $85 | $357-76.1% | $12,068-99.3% | $834-89.8% |