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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,710 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $22,335 |
ADP BROKER-DEALER8 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.
Annual investment return 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 | $18,672 | $117,025-84.0% | $91,541-79.6% | $85,563-78.2% |
| Participation rate | 52.7% | 64.2%-11.5pp | 69.8%-17.0pp | 66.0%-13.2pp |
| Annual return | 12.36% | 18.02%-5.7pp | 20.50%-8.1pp | 31.51%-19.2pp |
| Employer contribution / active EE | $1,017 | $2,120-52.0% | $2,505-59.4% | $2,654-61.7% |
| Participant deferral / active EE | $1,628 | $3,446-52.8% | $4,008-59.4% | $4,375-62.8% |
| Admin fee / account holder | $164 | $1,242-86.8% | $6,956-97.6% | $834-80.3% |