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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $208,168 |
HARBOR4 years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 15 · EIN 90-0497525 | Recordkeeping | $60,000 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,506 | $84,993-58.2% | $129,995-72.7% | $80,160-55.7% |
| Participation rate | 92.1% | 79.5%+12.6pp | 78.5%+13.6pp | 72.9%+19.2pp |
| Annual return | 15.94% | 23.76%-7.8pp | -137.18%+153.1pp | 40.38%-24.4pp |
| Employer contribution / active EE | $760 | $3,051-75.1% | $4,320-82.4% | $2,978-74.5% |
| Participant deferral / active EE | $3,186 | $4,984-36.1% | $5,820-45.3% | $5,017-36.5% |
| Admin fee / account holder | $142 | $391-63.6% | $10,614-98.7% | $145-1.8% |