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 | $33,949 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $33,449 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $6,318 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,427 | $102,382-38.0% | $147,005-56.9% | $80,874-21.6% |
| Participation rate | 61.0% | 75.8%-14.9pp | 82.2%-21.2pp | 67.6%-6.7pp |
| Annual return | 12.24% | 134.89%-122.7pp | 418.76%-406.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $6,909 | $3,715+86.0% | $4,934+40.0% | $2,756+150.7% |
| Participant deferral / active EE | $13,554 | $6,646+103.9% | $8,070+68.0% | $4,297+215.4% |
| Admin fee / account holder | $396 | $7,942-95.0% | $13,006-97.0% | $6,935-94.3% |