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 8-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 | $41,100 |
Filed as: INNOVATIVE INVESTMENT FIDUCIARIES, Service code 15 · EIN 45-3764090 | Recordkeeping | $8,596 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,245 | $102,553-75.4% | $151,611-83.3% | $66,914-62.3% |
| Participation rate | 92.0% | 85.5%+6.4pp | 87.5%+4.5pp | 69.8%+22.2pp |
| Annual return | -15.52% | -10.82%-4.7pp | 3.33%-18.9pp | 1.58%-17.1pp |
| Employer contribution / active EE | $631 | $4,180-84.9% | $6,166-89.8% | $2,544-75.2% |
| Participant deferral / active EE | $6,394 | $6,641-3.7% | $8,363-23.5% | $4,237+50.9% |
| Admin fee / account holder | $211 | $630-66.6% | $11,616-98.2% | $593-64.5% |