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 9-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 |
|---|---|---|
BERGIN ROBERTS & CO, LLC3 years Service code 15 · EIN 26-4567336 | Recordkeeping | $12,748 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,978 | $86,655-52.7% | $119,609-65.7% | $66,914-38.8% |
| Participation rate | 55.7% | 75.6%-19.9pp | 79.3%-23.6pp | 69.8%-14.1pp |
| Annual return | -15.83% | -8.00%-7.8pp | -14.97%-0.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,913 | $2,536-24.6% | $4,232-54.8% | $2,544-24.8% |
| Participant deferral / active EE | $3,616 | $4,358-17.0% | $5,602-35.4% | $4,237-14.7% |
| Admin fee / account holder | $149 | $755-80.3% | $10,323-98.6% | $593-74.9% |