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, LLC6 years Service code 15 · EIN 26-4567336 | Recordkeeping | $22,709 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,121 | $96,484-42.9% | $156,263-64.7% | $74,304-25.8% |
| Participation rate | 58.2% | 67.7%-9.5pp | 78.9%-20.7pp | 60.3%-2.2pp |
| Annual return | 18.55% | 17.73%+0.8pp | 59.47%-40.9pp | 29.43%-10.9pp |
| Employer contribution / active EE | $2,079 | $2,528-17.8% | $4,333-52.0% | $2,241-7.2% |
| Participant deferral / active EE | $3,975 | $4,286-7.3% | $6,158-35.5% | $3,767+5.5% |
| Admin fee / account holder | $199 | $3,728-94.7% | $14,255-98.6% | $2,969-93.3% |