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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,428 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $45,995 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $83 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $41,152 | $89,436-54.0% | $164,813-75.0% | $77,643-47.0% |
| Participation rate | 84.5% | 78.6%+5.9pp | 78.6%+5.9pp | 70.6%+13.9pp |
| Annual return | 12.65% | 28.83%-16.2pp | 69.93%-57.3pp | 31.24%-18.6pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,944 | $4,897-19.5% | $6,031-34.6% | $4,647-15.1% |
| Admin fee / account holder | $221 | $339-35.0% | $12,690-98.3% | $430-48.7% |