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 | $20,721 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $7,528 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,849 | $79,700-80.1% | $153,485-89.7% | $74,495-78.7% |
| Participation rate | 90.6% | 69.8%+20.7pp | 77.1%+13.5pp | 67.2%+23.4pp |
| Annual return | 14.38% | 15.07%-0.7pp | 15.65%-1.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,369 | $4,016-65.9% | $5,039-72.8% | $2,623-47.8% |
| Participant deferral / active EE | $2,090 | $5,315-60.7% | $6,757-69.1% | $4,346-51.9% |
| Admin fee / account holder | $216 | $1,790-87.9% | $12,724-98.3% | $1,942-88.9% |