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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,902 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER -DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,186 | $46,219-73.6% | $89,391-86.4% | $90,288-86.5% |
| Participation rate | 28.4% | 44.9%-16.5pp | 68.0%-39.6pp | 73.4%-44.9pp |
| Annual return | 19.52% | 25.71%-6.2pp | 245.62%-226.1pp | 53.97%-34.5pp |
| Employer contribution / active EE | $160 | $953-83.2% | $2,586-93.8% | $2,524-93.7% |
| Participant deferral / active EE | $1,418 | $2,136-33.6% | $3,890-63.5% | $4,232-66.5% |
| Admin fee / account holder | $19 | $147-87.0% | $4,881-99.6% | $114-83.3% |