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 3-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 | $31,246 |
JP MORGAN SECURITIES LLC1 year Service code 15 · EIN 13-4110995 | Recordkeeping | $18,589 |
Filed as: FIRST REPUBLIC BANK Service code 15 · EIN 80-0513856 | Recordkeeping | $18,405 |
ADP BROKER-DEALER4+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,405 | $50,815-44.1% | $155,509-81.7% | $77,643-63.4% |
| Participation rate | 20.5% | 63.1%-42.6pp | 78.2%-57.6pp | 70.6%-50.0pp |
| Annual return | 15.38% | 34.80%-19.4pp | 64.67%-49.3pp | 31.24%-15.9pp |
| Employer contribution / active EE | $422 | $1,993-78.8% | $4,672-91.0% | $2,726-84.5% |
| Participant deferral / active EE | $928 | $2,822-67.1% | $5,626-83.5% | $4,647-80.0% |
| Admin fee / account holder | $232 | $437-46.8% | $15,912-98.5% | $430-46.1% |