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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,316 |
401K ADVISORS INC5 years Service code 15 · EIN 33-0905143 | Recordkeeping | $16,943 |
Participant 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 | $28,632 | $100,923-71.6% | $150,045-80.9% | $74,304-61.5% |
| Participation rate | 81.3% | 70.1%+11.2pp | 82.3%-1.0pp | 60.3%+20.9pp |
| Annual return | 15.79% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.6pp |
| Employer contribution / active EE | $8,315 | $3,463+140.1% | $4,693+77.2% | $2,241+271.0% |
| Participant deferral / active EE | $2,006 | $6,709-70.1% | $7,997-74.9% | $3,767-46.8% |
| Admin fee / account holder | $290 | $2,767-89.5% | $13,435-97.8% | $2,969-90.2% |