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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,482 |
Filed as: INNOVATIVE INVESTMENT FIDUCIARIES, Service code 15 · EIN 45-3764090 | Recordkeeping | $8,104 |
ADP BROKER-DEALER3 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 | $31,908 | $130,194-75.5% | $169,993-81.2% | $71,457-55.3% |
| Participation rate | 86.3% | 86.1%+0.1pp | 87.0%-0.7pp | 67.9%+18.3pp |
| Annual return | 23.64% | 20.37%+3.3pp | 53.37%-29.7pp | 28.85%-5.2pp |
| Employer contribution / active EE | $609 | $4,381-86.1% | $6,785-91.0% | $2,588-76.5% |
| Participant deferral / active EE | $5,240 | $6,923-24.3% | $10,408-49.6% | $4,289+22.2% |
| Admin fee / account holder | $182 | $966-81.1% | $12,815-98.6% | $1,587-88.5% |