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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80,345 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $45,026 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.9+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,149 | $50,574-46.3% | $169,368-84.0% | $80,160-66.1% |
| Participation rate | 26.7% | 67.8%-41.1pp | 77.1%-50.5pp | 72.9%-46.3pp |
| Annual return | 23.77% | 22.92%+0.8pp | 405.60%-381.8pp | 40.38%-16.6pp |
| Employer contribution / active EE | $740 | $1,693-56.3% | $4,013-81.6% | $2,978-75.2% |
| Participant deferral / active EE | $1,242 | $4,164-70.2% | $6,221-80.0% | $5,017-75.2% |
| Admin fee / account holder | $184 | $107+71.9% | $9,003-98.0% | $145+26.7% |