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 9-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,714 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 15 · EIN 42-1445429 | Recordkeeping | $9,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,539 | $55,415-64.7% | $155,509-87.4% | $74,495-73.8% |
| Participation rate | 51.3% | 61.9%-10.6pp | 78.2%-26.9pp | 67.2%-15.9pp |
| Annual return | 9.80% | 268.50%-258.7pp | 64.67%-54.9pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,948 | $2,267-14.1% | $4,672-58.3% | $2,623-25.7% |
| Participant deferral / active EE | $1,796 | $2,836-36.7% | $5,626-68.1% | $4,346-58.7% |
| Admin fee / account holder | $222 | $1,738-87.2% | $15,912-98.6% | $1,942-88.6% |