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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,411 |
Filed as: INNOVATIVE INVESTMENT FIDUCIARIES, Service code 15 · EIN 45-3764090 | Recordkeeping | $10,664 |
ADP BROKER-DEALER5 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 | $42,254 | $132,049-68.0% | $200,582-78.9% | $74,304-43.1% |
| Participation rate | 91.7% | 84.1%+7.6pp | 86.9%+4.8pp | 60.3%+31.4pp |
| Annual return | 25.10% | 22.22%+2.9pp | 42.33%-17.2pp | 29.43%-4.3pp |
| Employer contribution / active EE | $590 | $4,558-87.1% | $6,419-90.8% | $2,241-73.7% |
| Participant deferral / active EE | $5,238 | $7,213-27.4% | $9,331-43.9% | $3,767+39.0% |
| Admin fee / account holder | $199 | $2,405-91.7% | $16,305-98.8% | $2,969-93.3% |