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 |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $18,423 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,749 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $18,635 | $45,031-58.6% | $84,966-78.1% | $77,643-76.0% |
| Participation rate | 69.8% | 48.7%+21.1pp | 67.5%+2.3pp | 70.6%-0.7pp |
| Annual return | 11.72% | 79.22%-67.5pp | 66.38%-54.7pp | 31.24%-19.5pp |
| Employer contribution / active EE | $755 | $1,609-53.1% | $2,727-72.3% | $2,726-72.3% |
| Participant deferral / active EE | $2,276 | $2,807-18.9% | $4,519-49.6% | $4,647-51.0% |
| Admin fee / account holder | $83 | $912-90.9% | $6,149-98.7% | $430-80.8% |