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 | $23,258 |
Service code 15 · EIN 20-4187012 | Recordkeeping | $15,720 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $5,823 |
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 | $30,741 | $92,055-66.6% | $106,213-71.1% | $77,643-60.4% |
| Participation rate | 91.2% | 81.0%+10.2pp | 75.3%+15.9pp | 70.6%+20.6pp |
| Annual return | 12.53% | 17.91%-5.4pp | 116.14%-103.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,364 | $3,367-29.8% | $3,171-25.5% | $2,726-13.3% |
| Participant deferral / active EE | $3,382 | $5,386-37.2% | $5,016-32.6% | $4,647-27.2% |
| Admin fee / account holder | $141 | $219-35.7% | $11,033-98.7% | $430-67.3% |