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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,120 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $40,574 |
ADP BROKER-DEALER11+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,538 | $71,964-57.6% | $167,512-81.8% | $85,563-64.3% |
| Participation rate | 45.0% | 61.0%-16.0pp | 77.1%-32.1pp | 66.0%-21.0pp |
| Annual return | 11.06% | 18.83%-7.8pp | 1615.79%-1604.7pp | 31.51%-20.5pp |
| Employer contribution / active EE | $828 | $1,875-55.8% | $3,882-78.7% | $2,654-68.8% |
| Participant deferral / active EE | $1,627 | $4,110-60.4% | $6,405-74.6% | $4,375-62.8% |
| Admin fee / account holder | $229 | $815-71.9% | $9,769-97.7% | $834-72.5% |