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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $59,547 |
MCF ADVISORS LLC2 years Filed as: MCF ADVISORS Service code 15 · EIN 20-0566061 | Recordkeeping | $49,285 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,745 | $91,372-68.5% | $129,995-77.9% | $74,419-61.4% |
| Participation rate | 90.3% | 77.8%+12.5pp | 78.5%+11.8pp | 70.7%+19.5pp |
| Annual return | 16.07% | 23.21%-7.1pp | -137.18%+153.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $546 | $2,563-78.7% | $4,320-87.4% | $2,637-79.3% |
| Participant deferral / active EE | $2,930 | $4,721-37.9% | $5,820-49.7% | $4,528-35.3% |
| Admin fee / account holder | $114 | $283-59.7% | $10,614-98.9% | $348-67.1% |