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-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $37,594 | $91,760-59.0% | $156,181-75.9% | $67,986-44.7% |
| Participation rate | 80.5% | 65.0%+15.4pp | 78.8%+1.6pp | 57.2%+23.2pp |
| Annual return | 14.41% | 18.14%-3.7pp | 64.87%-50.5pp | 31.67%-17.3pp |
| Employer contribution / active EE | $689 | $2,419-71.5% | $4,294-84.0% | $2,019-65.9% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $11 | $3,949-99.7% | $14,586-99.9% | $3,203-99.7% |