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 4-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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2 years Service code 15 · EIN 27-3463733 | Recordkeeping | $29,561 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $17,770 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,399 |
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 | $52,530 | $108,549-51.6% | $156,263-66.4% | $85,563-38.6% |
| Participation rate | 58.6% | 77.1%-18.5pp | 78.9%-20.3pp | 66.0%-7.4pp |
| Annual return | 28.70% | 21.79%+6.9pp | 59.47%-30.8pp | 31.51%-2.8pp |
| Employer contribution / active EE | $855 | $2,690-68.2% | $4,333-80.3% | $2,654-67.8% |
| Participant deferral / active EE | $4,818 | $4,800+0.4% | $6,158-21.8% | $4,375+10.1% |
| Admin fee / account holder | $121 | $650-81.4% | $14,255-99.2% | $834-85.5% |