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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,798 |
SECURE ASSET MANAGEMENT5 years Filed as: SECURE ASSET MANAGEMENT LLC Service code 15 · EIN 14-1996228 | Recordkeeping | $26,903 |
PLANTE & MORAN, PLLC8 years Service code 15 · EIN 33-1498605 | Recordkeeping | $19,950 |
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 | $23,089 | $56,767-59.3% | $101,794-77.3% | $85,563-73.0% |
| Participation rate | 86.3% | 57.6%+28.7pp | 69.2%+17.1pp | 66.0%+20.4pp |
| Annual return | 13.69% | 17.76%-4.1pp | 30.53%-16.8pp | 31.51%-17.8pp |
| Employer contribution / active EE | $684 | $1,112-38.5% | $2,289-70.1% | $2,654-74.2% |
| Participant deferral / active EE | $3,157 | $2,720+16.1% | $4,084-22.7% | $4,375-27.8% |
| Admin fee / account holder | $230 | $1,098-79.0% | $8,777-97.4% | $834-72.4% |