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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,289 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $24,438 |
ADP BROKER-DEALER9 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 | $35,895 | $104,919-65.8% | $116,228-69.1% | $85,563-58.0% |
| Participation rate | 86.7% | 78.6%+8.1pp | 74.6%+12.1pp | 66.0%+20.7pp |
| Annual return | 16.43% | 15.38%+1.0pp | 90.06%-73.6pp | 31.51%-15.1pp |
| Employer contribution / active EE | $2,214 | $3,485-36.5% | $2,994-26.1% | $2,654-16.6% |
| Participant deferral / active EE | $3,166 | $5,306-40.3% | $4,953-36.1% | $4,375-27.6% |
| Admin fee / account holder | $163 | $429-62.0% | $11,989-98.6% | $834-80.5% |