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 | $81,301 |
Filed as: INTEGRATED WEALTH CONCEPTS Service code 15 · EIN 81-3433658 | Recordkeeping | $30,362 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $16,254 | $54,193-70.0% | $93,654-82.6% | $77,671-79.1% |
| Participation rate | 67.5% | 63.9%+3.6pp | 68.7%-1.2pp | 70.6%-3.1pp |
| Annual return | 13.72% | 30.54%-16.8pp | 133.34%-119.6pp | 31.21%-17.5pp |
| Employer contribution / active EE | $360 | $1,168-69.2% | $2,421-85.1% | $2,726-86.8% |
| Participant deferral / active EE | $3,123 | $3,144-0.7% | $4,413-29.2% | $4,648-32.8% |
| Admin fee / account holder | $231 | $576-59.8% | $8,282-97.2% | $430-46.3% |