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 | $48,398 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $19,278 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,444 | $66,457-72.2% | $81,382-77.3% | $77,643-76.2% |
| Participation rate | 44.4% | 68.7%-24.3pp | 69.5%-25.1pp | 70.6%-26.1pp |
| Annual return | 14.21% | 15.93%-1.7pp | 24.73%-10.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $885 | $2,159-59.0% | $2,463-64.0% | $2,726-67.5% |
| Participant deferral / active EE | $1,419 | $3,679-61.4% | $3,883-63.5% | $4,647-69.5% |
| Admin fee / account holder | $181 | $583-68.9% | $5,768-96.9% | $430-58.0% |